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Wedbush Securities’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Wedbush Securities’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
Q2 		– Sell
-10,863
Closed -$236K – 1075
2023
Q1 		$236K Buy
10,863
+16
+0.1% +$347 0.01% 856
2022
Q4 		$231K Buy
10,847
+716
+7% +$15.1K 0.01% 840
2022
Q3 		$208K Sell
10,131
-1,695
-14% -$38K 0.01% 884
2022
Q2 		$262K Sell
11,826
-1,962
-14% -$44.4K 0.01% 805
2022
Q1 		$326K Sell
13,788
-919
-6% -$22.7K 0.01% 763
2021
Q4 		$381K Buy
14,707
+1,553
+12% +$39.8K 0.02% 760
2021
Q3 		$336K Sell
13,154
-961
-7% -$25.2K 0.02% 801
2021
Q2 		$370K Buy
14,115
+277
+2% +$7.16K 0.02% 751
2021
Q1 		$352K Buy
13,838
+1,026
+8% +$26.2K 0.02% 737
2020
Q4 		$329K Buy
12,812
+224
+2% +$5.62K 0.03% 605
2020
Q3 		$315K Sell
12,588
-159
-1% -$3.92K 0.03% 596
2020
Q2 		$303K Buy
12,747
+43
+0.3% +$991 0.03% 602
2020
Q1 		$288K Buy
12,704
+27
+0.2% +$644 0.03% 534
2019
Q4 		$307K Buy
12,677
+914
+8% +$21.9K 0.03% 668
2019
Q3 		$278K Sell
11,763
-966
-8% -$22.8K 0.03% 667
2019
Q2 		$296K Buy
12,729
+1,035
+9% +$23.5K 0.03% 633
2019
Q1 		$260K Buy
11,694
+24
+0.2% +$524 0.03% 651
2018
Q4 		$239K Buy
11,670
+813
+7% +$16.4K 0.03% 613
2018
Q3 		$225K Buy
10,857
+38
+0.4% +$809 0.03% 716
2018
Q2 		$233K Sell
10,819
-684
-6% -$14.6K 0.03% 668
2018
Q1 		$245K Buy
+11,503
New +$248K 0.03% 611
2017
Q4 		– Sell
-19,803
Closed -$449K – 863
2017
Q3 		$449K Buy
19,803
+48
+0.2% +$1.1K 0.06% 418
2017
Q2 		$457K Buy
19,755
+25
+0.1% +$577 0.06% 408
2017
Q1 		$446K Sell
19,730
-2,984
-13% -$67.1K 0.06% 392
2016
Q4 		$496K Sell
22,714
-1,294
-5% -$29.1K 0.07% 336
2016
Q3 		$582K Buy
24,008
+15,655
+187% +$376K 0.09% 274
2016
Q2 		$202K Buy
+8,353
New +$197K 0.03% 622
2015
Q4 		– Sell
-10,127
Closed -$206K – 745
2015
Q3 		$206K Sell
10,127
-6,910
-41% -$142K 0.04% 524
2015
Q2 		$345K Sell
17,037
-3,095
-15% -$63.3K 0.06% 373
2015
Q1 		$422K Sell
20,132
-2,885
-13% -$60.4K 0.07% 314
2014
Q4 		$462K Buy
23,017
+1,443
+7% +$29K 0.07% 285
2014
Q3 		$429K Buy
21,574
+4,975
+30% +$98.1K 0.07% 309
2014
Q2 		$337K Sell
16,599
-873
-5% -$17.4K 0.05% 351
2014
Q1 		$333K Buy
17,472
+995
+6% +$18.6K 0.06% 341
2013
Q4 		$282K Sell
16,477
-743
-4% -$12.8K 0.07% 354
2013
Q3 		$313K Buy
17,220
+961
+6% +$17.5K 0.08% 284
2013
Q2 		$317K Buy
+16,259
New +$357K 0.09% 279

Other funds holding BTT

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wedbush Securities's BTT Position: Q2 2023 in Review

Wedbush Securities sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2023, closing a stake of 10,863 shares — an estimated $236K sold.

Wedbush Securities first reported a position in BTT in Q2 2013 and held it in 37 quarters. The position peaked at $582K in Q3 2016. 118 funds tracked by Wall St. Rank hold BTT as of Q2 2023.

  • Wedbush Securities reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2023 after selling out during the quarter.
  • Wedbush Securities sold 10,863 BlackRock Municipal 2030 Target Term Trust shares in Q2 2023, an estimated $236K.
  • Wedbush Securities first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2013 and held it in 37 quarters.
  • Wedbush Securities's BlackRock Municipal 2030 Target Term Trust position peaked at $582K in Q3 2016.
  • 118 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2023.

Based on Wedbush Securities's 13F filing for Q2 2023, filed 14 Aug 2023.