Summit Financial Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263K | Sell |
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|
2025
Q2 | $299K | Hold |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $348K | Sell |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $444K | Hold |
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|
2022
Q4 | $435K | Hold |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $477K | Hold |
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|
2021
Q4 | $522K | Hold |
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|
2021
Q3 | $515K | Hold |
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|
2021
Q2 | $529K | Buy |
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|
2021
Q1 | $487K | Hold |
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|
2020
Q4 | $474K | Hold |
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|
2020
Q3 | $472K | Hold |
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|
2020
Q2 | $456K | Hold |
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|
2020
Q1 | $423K | Buy |
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|
2019
Q4 | $454K | Buy |
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|
2019
Q3 | $419K | Buy |
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|
2019
Q2 | $400K | Buy |
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|
2019
Q1 | $361K | Buy |
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|
2018
Q4 | $312K | Buy |
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|
2018
Q3 | $279K | Hold |
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|
2018
Q2 | $298K | Hold |
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|
2018
Q1 | $298K | Buy |
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|
2017
Q4 | $302K | Buy |
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|
2017
Q3 | $220K | Hold |
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|
2017
Q2 | $224K | Sell |
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|
2017
Q1 | $251K | Hold |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $243K | Buy |
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|
2016
Q2 | $230K | Hold |
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|
2016
Q1 | $218K | Hold |
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|
2015
Q4 | $205K | Hold |
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|
2015
Q3 | $193K | Buy |
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|
2015
Q2 | $40K | Buy |
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