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

Summit Financial’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	$228K	Buy	+10,005	New	+$228K	﹤0.01%	1465

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

Summit Financial's BTT Position: Q2 2026 in Review

Summit Financial opened a new position in BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2026: 10,005 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings.

140 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

Summit Financial held 10,005 shares of BlackRock Municipal 2030 Target Term Trust worth $228K as of Q2 2026.
BlackRock Municipal 2030 Target Term Trust was a new Summit Financial position in Q2 2026.
BlackRock Municipal 2030 Target Term Trust made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1465 holding.
140 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.