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Spire Wealth Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Spire Wealth Management’s Portfolio BTT Stock Details BTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,385
Closed -$30.3K – 2376
2025
Q2 		$30.3K Hold
1,385
– – ﹤0.01% 1377
2025
Q1 		$29.4K Hold
1,385
– – ﹤0.01% 1488
2024
Q4 		$28.5K Buy
+1,385
New +$29.3K ﹤0.01% 1498

Other funds holding BTT

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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's BTT Position: Q3 2025 in Review

Spire Wealth Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2025, closing a stake of 1,385 shares — an estimated $30.3K sold.

Spire Wealth Management first reported a position in BTT in Q4 2024 and held it in 3 quarters. The position peaked at $30.3K in Q2 2025. 139 funds tracked by Wall St. Rank hold BTT as of Q3 2025.

  • Spire Wealth Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,385 BlackRock Municipal 2030 Target Term Trust shares in Q3 2025, an estimated $30.3K.
  • Spire Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2024 and held it in 3 quarters.
  • Spire Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $30.3K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.