Strategic Wealth Investment Group’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Strategic Wealth Investment Group’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
2024 Q3	–	Sell	-10,959	Closed	-$227K	–	132
2024 Q2	$227K	Buy	+10,959	New	+$226K	0.03%	127
2023 Q4	$228K	Hold	10,959	–	–	0.03%	120
2023 Q3	$213K	Hold	10,959	–	–	0.04%	97
2023 Q2	$228K	Buy	+10,959	New	+$231K	0.04%	112
2023 Q1	–	Sell	-10,959	Closed	-$237K	–	117
2022 Q4	$244K	Buy	10,959 +24	+0.2%	+$505	0.06%	106
2022 Q3	$224K	Buy	+10,935	New	+$245K	0.06%	96

Other funds holding BTT

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MSL

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Strategic Wealth Investment Group's BTT Position: Q3 2024 in Review

Strategic Wealth Investment Group sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2024, closing a stake of 10,959 shares — an estimated $227K sold.

Strategic Wealth Investment Group first reported a position in BTT in Q3 2022 and held it in 6 quarters. The position peaked at $244K in Q4 2022. 125 funds tracked by Wall St. Rank hold BTT as of Q3 2024.

Strategic Wealth Investment Group reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2024 after selling out during the quarter.
Strategic Wealth Investment Group sold 10,959 BlackRock Municipal 2030 Target Term Trust shares in Q3 2024, an estimated $227K.
Strategic Wealth Investment Group first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2022 and held it in 6 quarters.
Strategic Wealth Investment Group's BlackRock Municipal 2030 Target Term Trust position peaked at $244K in Q4 2022.
125 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2024.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2024, filed 24 Oct 2024.