U.S. Capital Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-4,000	Closed	-$85.2K	–	762
2022 Q4	$85.2K	Buy	+4,000	New	+$84.1K	﹤0.01%	764
2022 Q1	–	Sell	-18,825	Closed	-$488K	–	712
2021 Q4	$488K	Hold	18,825	–	–	0.02%	519
2021 Q3	$480K	Buy	+18,825	New	+$493K	0.02%	516

Other funds holding BTT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's BTT Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q1 2023, closing a stake of 4,000 shares — an estimated $85.2K sold.

U.S. Capital Wealth Advisors first reported a position in BTT in Q3 2021 and held it in 3 quarters. The position peaked at $488K in Q4 2021. 115 funds tracked by Wall St. Rank hold BTT as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 4,000 BlackRock Municipal 2030 Target Term Trust shares in Q1 2023, an estimated $85.2K.
U.S. Capital Wealth Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $488K in Q4 2021.
115 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.