Squar Milner Financial Services’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-5,684	Closed	-$128K	–	279
2020 Q1	$128K	Hold	5,684	–	–	0.08%	225
2019 Q4	$137K	Sell	5,684 -2,466	-30%	-$59K	0.07%	263
2019 Q3	$204K	Buy	8,150 +2,466	+43%	+$58.2K	0.1%	210
2019 Q2	$132K	Hold	5,684	–	–	0.09%	228
2019 Q1	$126K	Buy	+5,684	New	+$124K	0.09%	228
2018 Q3	–	Sell	-2,466	Closed	-$53K	–	764
2018 Q2	$53K	Buy	+2,466	New	+$52.7K	0.05%	321

Other funds holding BTT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Squar Milner Financial Services's BTT Position: Q2 2020 in Review

Squar Milner Financial Services sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2020, closing a stake of 5,684 shares — an estimated $128K sold.

Squar Milner Financial Services first reported a position in BTT in Q2 2018 and held it in 6 quarters. The position peaked at $204K in Q3 2019. 105 funds tracked by Wall St. Rank hold BTT as of Q2 2020.

Squar Milner Financial Services reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,684 BlackRock Municipal 2030 Target Term Trust shares in Q2 2020, an estimated $128K.
Squar Milner Financial Services first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's BlackRock Municipal 2030 Target Term Trust position peaked at $204K in Q3 2019.
105 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.