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Waterfront Wealth’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Waterfront Wealth’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 		$2.11M Sell
92,920
-6,396
-6% -$146K 0.33% 90
2026
Q1 		$2.25M Sell
99,316
-1,958
-2% -$44.6K 0.41% 77
2025
Q4 		$2.29M Sell
101,274
-3,198
-3% -$72K 0.44% 67
2025
Q3 		$2.36M Sell
104,472
-3,057
-3% -$68K 0.48% 61
2025
Q2 		$2.35M Sell
107,529
-4,723
-4% -$100K 0.53% 54
2025
Q1 		$2.38M Sell
112,252
-4,873
-4% -$103K 0.58% 48
2024
Q4 		$2.41M Buy
117,125
+4,652
+4% +$98.5K 0.59% 44
2024
Q3 		$2.38M Sell
112,473
-887
-0.8% -$18.8K 0.58% 47
2024
Q2 		$2.35M Sell
113,360
-2,814
-2% -$58K 0.64% 46
2024
Q1 		$2.38M Sell
116,174
-2,718
-2% -$57.2K 0.66% 43
2023
Q4 		$2.47M Sell
118,892
-4,287
-3% -$86.1K 0.73% 37
2023
Q3 		$2.38M Sell
123,179
-1,296
-1% -$26.5K 0.78% 30
2023
Q2 		$2.63M Sell
124,475
-2,084
-2% -$43.9K 0.78% 30
2023
Q1 		$2.75M Sell
126,559
-2,071
-2% -$44.9K 0.9% 27
2022
Q4 		$2.84M Buy
128,630
+8,777
+7% +$185K 0.98% 23
2022
Q3 		$2.44M Buy
119,853
+47,441
+66% +$1.06M 0.93% 27
2022
Q2 		$1.6M Buy
72,412
+10,610
+17% +$240K 0.65% 41
2022
Q1 		$1.42M Sell
61,802
-623
-1% -$15.4K 0.5% 50
2021
Q4 		$1.62M Buy
62,425
+10
+0% +$257 0.64% 41
2021
Q3 		$1.59M Sell
62,415
-43,055
-41% -$1.13M 0.77% 36
2021
Q2 		$2.77M Sell
105,470
-396
-0.4% -$10.2K 1.31% 19
2021
Q1 		$2.71M Buy
+105,866
New +$2.7M 1.36% 19

Other funds holding BTT

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Waterfront Wealth's BTT Position: Q2 2026 in Review

Waterfront Wealth reduced its BlackRock Municipal 2030 Target Term Trust (BTT) stake by 6.4% in Q2 2026, selling an estimated $146K and leaving 92,920 shares worth $2.11M. The position accounts for 0.33% of the portfolio, ranked #90.

Waterfront Wealth first reported a position in BTT in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.84M in Q4 2022. 49 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Waterfront Wealth held 92,920 shares of BlackRock Municipal 2030 Target Term Trust worth $2.11M as of Q2 2026.
  • Waterfront Wealth sold 6,396 BlackRock Municipal 2030 Target Term Trust shares in Q2 2026, an estimated $146K.
  • BlackRock Municipal 2030 Target Term Trust made up 0.33% of Waterfront Wealth's portfolio in Q2 2026, its #90 holding.
  • Waterfront Wealth first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2021 and has held it in 22 quarters since.
  • Waterfront Wealth's BlackRock Municipal 2030 Target Term Trust position peaked at $2.84M in Q4 2022.
  • 49 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.