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Summit Financial Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Summit Financial Wealth Advisors’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 		$231K Hold
10,150
– – 0.03% 200
2026
Q1 		$230K Hold
10,150
– – 0.03% 178
2025
Q4 		$232K Sell
10,150
-1,500
-13% -$33.8K 0.03% 175
2025
Q3 		$263K Sell
11,650
-2,000
-15% -$44.5K 0.04% 152
2025
Q2 		$299K Hold
13,650
– – 0.05% 131
2025
Q1 		$290K Sell
13,650
-2,200
-14% -$46.5K 0.06% 117
2024
Q4 		$334K Sell
15,850
-225
-1% -$4.76K 0.07% 110
2024
Q3 		$348K Sell
16,075
-1,000
-6% -$21.2K 0.07% 105
2024
Q2 		$355K Sell
17,075
-2,350
-12% -$48.4K 0.07% 95
2024
Q1 		$409K Sell
19,425
-250
-1% -$5.26K 0.08% 92
2023
Q4 		$409K Hold
19,675
– – 0.09% 87
2023
Q3 		$399K Sell
19,675
-1,000
-5% -$20.5K 0.1% 84
2023
Q2 		$430K Buy
20,675
+250
+1% +$5.27K 0.1% 81
2023
Q1 		$444K Hold
20,425
– – 0.11% 83
2022
Q4 		$435K Hold
20,425
– – 0.11% 87
2022
Q3 		$415K Buy
20,425
+250
+1% +$5.61K 0.12% 78
2022
Q2 		$456K Hold
20,175
– – 0.11% 83
2022
Q1 		$477K Hold
20,175
– – 0.1% 83
2021
Q4 		$522K Hold
20,175
– – 0.1% 85
2021
Q3 		$515K Hold
20,175
– – 0.12% 80
2021
Q2 		$529K Buy
20,175
+1,225
+6% +$31.7K 0.12% 79
2021
Q1 		$487K Hold
18,950
– – 0.12% 72
2020
Q4 		$474K Hold
18,950
– – 0.13% 68
2020
Q3 		$472K Hold
18,950
– – 0.13% 71
2020
Q2 		$456K Hold
18,950
– – 0.12% 77
2020
Q1 		$423K Buy
18,950
+500
+3% +$11.9K 0.13% 78
2019
Q4 		$454K Buy
18,450
+900
+5% +$21.5K 0.11% 96
2019
Q3 		$419K Buy
17,550
+350
+2% +$8.27K 0.1% 106
2019
Q2 		$400K Buy
17,200
+1,000
+6% +$22.7K 0.1% 109
2019
Q1 		$361K Buy
16,200
+1,000
+7% +$21.8K 0.1% 96
2018
Q4 		$312K Buy
15,200
+1,200
+9% +$24.2K 0.1% 94
2018
Q3 		$279K Hold
14,000
– – 0.08% 112
2018
Q2 		$298K Hold
14,000
– – 0.1% 105
2018
Q1 		$298K Buy
14,000
+500
+4% +$10.8K 0.1% 109
2017
Q4 		$302K Buy
13,500
+3,800
+39% +$85.4K 0.1% 103
2017
Q3 		$220K Hold
9,700
– – 0.08% 127
2017
Q2 		$224K Sell
9,700
-1,400
-13% -$32.3K 0.09% 136
2017
Q1 		$251K Hold
11,100
– – 0.11% 121
2016
Q4 		$242K Buy
11,100
+1,100
+11% +$24.8K 0.11% 122
2016
Q3 		$243K Buy
10,000
+500
+5% +$12K 0.11% 124
2016
Q2 		$230K Hold
9,500
– – 0.1% 125
2016
Q1 		$218K Hold
9,500
– – 0.1% 122
2015
Q4 		$205K Hold
9,500
– – 0.09% 114
2015
Q3 		$193K Buy
9,500
+7,500
+375% +$154K 0.12% 79
2015
Q2 		$40K Buy
+2,000
New +$40.9K 0.02% 158

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

Summit Financial Wealth Advisors's BTT Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 10,150 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #200.

Summit Financial Wealth Advisors first reported a position in BTT in Q2 2015 and has held it in 45 quarters since. The position peaked at $529K in Q2 2021. 140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Summit Financial Wealth Advisors held 10,150 shares of BlackRock Municipal 2030 Target Term Trust worth $231K as of Q2 2026.
  • Summit Financial Wealth Advisors left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
  • BlackRock Municipal 2030 Target Term Trust made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • Summit Financial Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2015 and has held it in 45 quarters since.
  • Summit Financial Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $529K in Q2 2021.
  • 140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.