TFO
BTT icon

Tarbox Family Office’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Tarbox Family Office’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
2021
Q4 		– Sell
-6,165
Closed -$157K – 1119
2021
Q3 		$157K Hold
6,165
– – 0.03% 144
2021
Q2 		$162K Buy
+6,165
New +$159K 0.03% 147

Other funds holding BTT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tarbox Family Office's BTT Position: Q4 2021 in Review

Tarbox Family Office sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2021, closing a stake of 6,165 shares — an estimated $157K sold.

Tarbox Family Office first reported a position in BTT in Q2 2021 and held it in 2 quarters. The position peaked at $162K in Q2 2021. 114 funds tracked by Wall St. Rank hold BTT as of Q4 2021.

  • Tarbox Family Office reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2021 after selling out during the quarter.
  • Tarbox Family Office sold 6,165 BlackRock Municipal 2030 Target Term Trust shares in Q4 2021, an estimated $157K.
  • Tarbox Family Office first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2021 and held it in 2 quarters.
  • Tarbox Family Office's BlackRock Municipal 2030 Target Term Trust position peaked at $162K in Q2 2021.
  • 114 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.