Successful Portfolios’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Successful Portfolios’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	$458K	Hold	20,032	–	–	0.21%	99
2026 Q1	$452K	Hold	20,032	–	–	0.25%	83
2025 Q4	$453K	Sell	20,032 -1,675	-8%	-$37.7K	0.23%	95
2025 Q3	$488K	Hold	21,707	–	–	0.28%	76
2025 Q2	$475K	Hold	21,707	–	–	0.29%	70
2025 Q1	$461K	Hold	21,707	–	–	0.31%	70
2024 Q4	$447K	Hold	21,707	–	–	0.3%	70
2024 Q3	$469K	Hold	21,707	–	–	0.32%	68
2024 Q2	$451K	Sell	21,707 -900	-4%	-$18.5K	0.31%	67
2024 Q1	$476K	Sell	22,607 -1,000	-4%	-$21.1K	0.32%	65
2023 Q4	$491K	Buy	23,607 +1,000	+4%	+$20.1K	0.37%	62
2023 Q3	$439K	Hold	22,607	–	–	0.39%	61
2023 Q2	$470K	Sell	22,607 -200	-0.9%	-$4.21K	0.4%	57
2023 Q1	$495K	Sell	22,807 -1,000	-4%	-$21.7K	0.31%	76
2022 Q4	$507K	Sell	23,807 -800	-3%	-$16.8K	0.33%	74
2022 Q3	$505K	Sell	24,607 -1,300	-5%	-$29.2K	0.37%	70
2022 Q2	$574K	Sell	25,907 -200	-0.8%	-$4.53K	0.39%	67
2022 Q1	$617K	Sell	26,107 -200	-0.8%	-$4.95K	0.35%	68
2021 Q4	$682K	Sell	26,307 -200	-0.8%	-$5.13K	0.37%	67
2021 Q3	$676K	Hold	26,507	–	–	0.4%	60
2021 Q2	$695K	Hold	26,507	–	–	0.42%	59
2021 Q1	$674K	Sell	26,507 -226	-0.8%	-$5.76K	0.44%	58
2020 Q4	$687K	Hold	26,733	–	–	0.49%	56
2020 Q3	$668K	Hold	26,733	–	–	0.53%	51
2020 Q2	$635K	Sell	26,733 -3,000	-10%	-$69.1K	0.56%	50
2020 Q1	$674K	Buy	29,733 +650	+2%	+$15.5K	0.68%	42
2019 Q4	$704K	Sell	29,083 -200	-0.7%	-$4.79K	0.63%	41
2019 Q3	$693K	Hold	29,283	–	–	0.65%	42
2019 Q2	$680K	Hold	29,283	–	–	0.73%	38
2019 Q1	$651K	Sell	29,283 -500	-2%	-$10.9K	0.71%	40
2018 Q4	$611K	Buy	29,783 +3,100	+12%	+$62.5K	0.78%	41
2018 Q3	$553K	Buy	26,683 +3,200	+14%	+$68.1K	0.6%	48
2018 Q2	$506K	Buy	23,483 +200	+0.9%	+$4.27K	0.59%	48
2018 Q1	$496K	Buy	23,283 +500	+2%	+$10.8K	0.6%	52
2017 Q4	$509K	Buy	+22,783	New	+$512K	0.63%	48

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Successful Portfolios's BTT Position: Q2 2026 in Review

Successful Portfolios held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 20,032 shares worth $458K. The position accounts for 0.21% of the portfolio, ranked #99.

Successful Portfolios first reported a position in BTT in Q4 2017 and has held it in 35 quarters since. The position peaked at $704K in Q4 2019. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Successful Portfolios held 20,032 shares of BlackRock Municipal 2030 Target Term Trust worth $458K as of Q2 2026.
Successful Portfolios left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
BlackRock Municipal 2030 Target Term Trust made up 0.21% of Successful Portfolios's portfolio in Q2 2026, its #99 holding.
Successful Portfolios first reported a position in BlackRock Municipal 2030 Target Term Trust in Q4 2017 and has held it in 35 quarters since.
Successful Portfolios's BlackRock Municipal 2030 Target Term Trust position peaked at $704K in Q4 2019.
140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.