Steward Partners Investment Advisory’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.44M | Sell |
111,399
-3,262
| -3% | -$71.4K | 0.02% | 655 |
|
2025
Q1 | $2.43M | Sell |
114,661
-14,992
| -12% | -$318K | 0.02% | 602 |
|
2024
Q4 | $2.67M | Sell |
129,653
-8,646
| -6% | -$178K | 0.02% | 551 |
|
2024
Q3 | $2.99M | Buy |
138,299
+2,852
| +2% | +$61.7K | 0.03% | 506 |
|
2024
Q2 | $2.81M | Sell |
135,447
-4,548
| -3% | -$94.5K | 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% | +$514K | 0.04% | 377 |
|
2023
Q3 | $2.56M | Buy |
131,650
+1,640
| +1% | +$31.8K | 0.04% | 403 |
|
2023
Q2 | $2.7M | Buy |
130,010
+1,386
| +1% | +$28.8K | 0.04% | 404 |
|
2023
Q1 | $2.79M | Sell |
128,624
-8,007
| -6% | -$174K | 0.04% | 376 |
|
2022
Q4 | $2.91M | Sell |
136,631
-29,484
| -18% | -$628K | 0.05% | 360 |
|
2022
Q3 | $3.41M | Buy |
166,115
+14,813
| +10% | +$304K | 0.06% | 302 |
|
2022
Q2 | $3.35M | Buy |
151,302
+68,881
| +84% | +$1.53M | 0.06% | 308 |
|
2022
Q1 | $1.95M | Buy |
82,421
+10,910
| +15% | +$258K | 0.03% | 480 |
|
2021
Q4 | $1.85M | Sell |
71,511
-2,735
| -4% | -$70.9K | 0.03% | 509 |
|
2021
Q3 | $1.9M | Buy |
74,246
+1,500
| +2% | +$38.3K | 0.03% | 470 |
|
2021
Q2 | $1.91M | Sell |
72,746
-16,456
| -18% | -$432K | 0.03% | 456 |
|
2021
Q1 | $2.27M | Buy |
89,202
+10,982
| +14% | +$279K | 0.04% | 402 |
|
2020
Q4 | $2.01M | Sell |
78,220
-4,886
| -6% | -$125K | 0.04% | 366 |
|
2020
Q3 | $2.08M | Buy |
83,106
+1,736
| +2% | +$43.4K | 0.05% | 317 |
|
2020
Q2 | $1.93M | Buy |
81,370
+19,262
| +31% | +$458K | 0.06% | 308 |
|
2020
Q1 | $1.41M | Buy |
62,108
+3,598
| +6% | +$81.6K | 0.05% | 316 |
|
2019
Q4 | $1.42M | Buy |
58,510
+1,114
| +2% | +$26.9K | 0.04% | 366 |
|
2019
Q3 | $1.36M | Buy |
57,396
+4,846
| +9% | +$115K | 0.05% | 346 |
|
2019
Q2 | $1.22M | Buy |
52,550
+10,591
| +25% | +$246K | 0.04% | 347 |
|
2019
Q1 | $933K | Buy |
41,959
+4,213
| +11% | +$93.7K | 0.04% | 375 |
|
2018
Q4 | $774K | Sell |
37,746
-3,309
| -8% | -$67.9K | 0.04% | 388 |
|
2018
Q3 | $850K | Sell |
41,055
-1,888
| -4% | -$39.1K | 0.04% | 387 |
|
2018
Q2 | $926K | Buy |
42,943
+3,900
| +10% | +$84.1K | 0.06% | 313 |
|
2018
Q1 | $832K | Buy |
39,043
+14,627
| +60% | +$312K | 0.06% | 299 |
|
2017
Q4 | $545K | Buy |
24,416
+16,775
| +220% | +$374K | 0.04% | 343 |
|
2017
Q3 | $173K | Buy |
7,641
+6,641
| +664% | +$150K | 0.02% | 462 |
|
2017
Q2 | $23K | Buy |
+1,000
| New | +$23K | ﹤0.01% | 820 |
|