SPIA
BTT icon

Steward Partners Investment Advisory’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Steward Partners Investment Advisory’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
2026
Q2 		$529K Sell
23,246
-26,917
-54% -$613K ﹤0.01% 1665
2026
Q1 		$1.14M Sell
50,163
-55,518
-53% -$1.26M 0.01% 1096
2025
Q4 		$2.41M Sell
105,681
-1,450
-1% -$32.7K 0.01% 718
2025
Q3 		$2.41M Sell
107,131
-4,268
-4% -$94.9K 0.01% 712
2025
Q2 		$2.44M Sell
111,399
-3,262
-3% -$69.4K 0.02% 655
2025
Q1 		$2.43M Sell
114,661
-14,992
-12% -$317K 0.02% 602
2024
Q4 		$2.67M Sell
129,653
-8,646
-6% -$183K 0.02% 551
2024
Q3 		$2.99M Buy
138,299
+2,852
+2% +$60.6K 0.03% 506
2024
Q2 		$2.81M Sell
135,447
-4,548
-3% -$93.7K 0.03% 490
2024
Q1 		$2.95M Sell
139,995
-16,360
-10% -$345K 0.03% 463
2023
Q4 		$3.25M Buy
156,355
+24,705
+19% +$496K 0.04% 377
2023
Q3 		$2.56M Buy
131,650
+1,640
+1% +$33.6K 0.04% 403
2023
Q2 		$2.7M Buy
130,010
+1,386
+1% +$29.2K 0.04% 404
2023
Q1 		$2.79M Sell
128,624
-8,007
-6% -$173K 0.04% 376
2022
Q4 		$2.91M Sell
136,631
-29,484
-18% -$620K 0.05% 360
2022
Q3 		$3.41M Buy
166,115
+14,813
+10% +$332K 0.06% 302
2022
Q2 		$3.35M Buy
151,302
+68,881
+84% +$1.56M 0.06% 308
2022
Q1 		$1.95M Buy
82,421
+10,910
+15% +$270K 0.03% 480
2021
Q4 		$1.85M Sell
71,511
-2,735
-4% -$70.2K 0.03% 509
2021
Q3 		$1.9M Buy
74,246
+1,500
+2% +$39.3K 0.03% 470
2021
Q2 		$1.91M Sell
72,746
-16,456
-18% -$425K 0.03% 456
2021
Q1 		$2.27M Buy
89,202
+10,982
+14% +$280K 0.04% 402
2020
Q4 		$2.01M Sell
78,220
-4,886
-6% -$122K 0.04% 366
2020
Q3 		$2.08M Buy
83,106
+1,736
+2% +$42.8K 0.05% 317
2020
Q2 		$1.93M Buy
81,370
+19,262
+31% +$444K 0.06% 308
2020
Q1 		$1.41M Buy
62,108
+3,598
+6% +$85.9K 0.05% 316
2019
Q4 		$1.42M Buy
58,510
+1,114
+2% +$26.7K 0.04% 366
2019
Q3 		$1.36M Buy
57,396
+4,846
+9% +$114K 0.05% 346
2019
Q2 		$1.22M Buy
52,550
+10,591
+25% +$240K 0.04% 347
2019
Q1 		$933K Buy
41,959
+4,213
+11% +$92K 0.04% 375
2018
Q4 		$774K Sell
37,746
-3,309
-8% -$66.8K 0.04% 388
2018
Q3 		$850K Sell
41,055
-1,888
-4% -$40.2K 0.04% 387
2018
Q2 		$926K Buy
42,943
+3,900
+10% +$83.3K 0.06% 313
2018
Q1 		$832K Buy
39,043
+14,627
+60% +$316K 0.06% 299
2017
Q4 		$545K Buy
24,416
+16,775
+220% +$377K 0.04% 343
2017
Q3 		$173K Buy
7,641
+6,641
+664% +$152K 0.02% 462
2017
Q2 		$23K Buy
+1,000
New +$23.1K ﹤0.01% 820

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steward Partners Investment Advisory's BTT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 54% in Q2 2026, selling an estimated $613K and leaving 23,246 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Steward Partners Investment Advisory first reported a position in BTT in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.41M in Q3 2022. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Steward Partners Investment Advisory held 23,246 shares of BlackRock Municipal 2030 Target Term Trust worth $529K as of Q2 2026.
  • Steward Partners Investment Advisory sold 26,917 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $613K.
  • BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1665 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2017 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's BlackRock Municipal 2030 Target Term Trust position peaked at $3.41M in Q3 2022.
  • 140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.