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Tortoise Investment Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Tortoise Investment Management’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
Q1 		$31.8M Buy
1,401,152
+40,015
+3% +$911K 2.63% 4
2025
Q4 		$31.1M Buy
1,361,137
+138,536
+11% +$3.12M 2.73% 4
2025
Q3 		$27.5M Buy
1,222,601
+33,115
+3% +$737K 2.45% 5
2025
Q2 		$26M Buy
1,189,486
+103,140
+9% +$2.19M 2.48% 5
2025
Q1 		$23.1M Buy
1,086,346
+287,544
+36% +$6.08M 2.4% 6
2024
Q4 		$16.4M Buy
798,802
+180,475
+29% +$3.82M 1.74% 9
2024
Q3 		$13.4M Buy
618,327
+220,154
+55% +$4.68M 1.4% 20
2024
Q2 		$8.27M Buy
398,173
+365,845
+1,132% +$7.54M 0.94% 33
2024
Q1 		$681K Hold
32,328
– – 0.08% 132
2023
Q4 		$672K Buy
32,328
+20,628
+176% +$414K 0.09% 130
2023
Q3 		$227K Buy
11,700
+4,500
+63% +$92.1K 0.03% 184
2023
Q2 		$150K Hold
7,200
– – 0.02% 229
2023
Q1 		$156K Buy
7,200
+1,500
+26% +$32.5K 0.02% 213
2022
Q4 		$121K Hold
5,700
– – 0.02% 243
2022
Q3 		$117K Hold
5,700
– – 0.02% 232
2022
Q2 		$126K Hold
5,700
– – 0.02% 205
2022
Q1 		$135K Hold
5,700
– – 0.03% 208
2021
Q4 		$148K Hold
5,700
– – 0.03% 189
2021
Q3 		$145K Hold
5,700
– – 0.03% 182
2021
Q2 		$150K Hold
5,700
– – 0.03% 176
2021
Q1 		$145K Hold
5,700
– – 0.03% 172
2020
Q4 		$146K Hold
5,700
– – 0.03% 162
2020
Q3 		$142K Sell
5,700
-2,825
-33% -$69.7K 0.03% 159
2020
Q2 		$203K Hold
8,525
– – 0.05% 133
2020
Q1 		$193K Hold
8,525
– – 0.06% 131
2019
Q4 		$206K Hold
8,525
– – 0.05% 135
2019
Q3 		$202K Hold
8,525
– – 0.05% 135
2019
Q2 		$198K Hold
8,525
– – 0.05% 142
2019
Q1 		$190K Sell
8,525
-2,500
-23% -$54.6K 0.05% 142
2018
Q4 		$226K Sell
11,025
-6,415
-37% -$129K 0.06% 134
2018
Q3 		$361K Sell
17,440
-4,000
-19% -$85.1K 0.09% 110
2018
Q2 		$462K Sell
21,440
-3,200
-13% -$68.4K 0.13% 93
2018
Q1 		$525K Buy
24,640
+15,276
+163% +$330K 0.15% 84
2017
Q4 		$209K Buy
9,364
+7,364
+368% +$166K 0.06% 131
2017
Q3 		$45K Hold
2,000
– – 0.01% 237
2017
Q2 		$46K Hold
2,000
– – 0.01% 225
2017
Q1 		$45K Sell
2,000
-10,500
-84% -$236K 0.01% 207
2016
Q4 		$273K Sell
12,500
-1,720
-12% -$38.7K 0.09% 93
2016
Q3 		$345K Hold
14,220
– – 0.12% 81
2016
Q2 		$344K Hold
14,220
– – 0.12% 84
2016
Q1 		$326K Buy
14,220
+2,000
+16% +$44.5K 0.12% 90
2015
Q4 		$264K Buy
12,220
+9,720
+389% +$203K 0.09% 98
2015
Q3 		$51K Hold
2,500
– – 0.02% 201
2015
Q2 		$51K Buy
+2,500
New +$51.1K 0.02% 208

Other funds holding BTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tortoise Investment Management's BTT Position: Q1 2026 in Review

Tortoise Investment Management increased its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 2.9% in Q1 2026, buying an estimated $911K and bringing the position to 1,401,152 shares worth $31.8M. The position accounts for 2.63% of the portfolio, ranked #4.

Tortoise Investment Management first reported a position in BTT in Q2 2015 and has held it in 44 quarters since. 144 funds tracked by Wall St. Rank hold BTT as of Q1 2026.

  • Tortoise Investment Management held 1,401,152 shares of BlackRock Municipal 2030 Target Term Trust worth $31.8M as of Q1 2026.
  • Tortoise Investment Management bought 40,015 BlackRock Municipal 2030 Target Term Trust shares in Q1 2026, an estimated $911K.
  • BlackRock Municipal 2030 Target Term Trust made up 2.63% of Tortoise Investment Management's portfolio in Q1 2026, its #4 holding.
  • Tortoise Investment Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2015 and has held it in 44 quarters since.
  • 144 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.