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Wellspring Financial Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Wellspring Financial 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
2026
Q2 		$867K Hold
38,090
– – 0.06% 110
2026
Q1 		$865K Sell
38,090
-8,400
-18% -$191K 0.06% 111
2025
Q4 		$1.06M Hold
46,490
– – 0.08% 83
2025
Q3 		$1.04M Buy
46,490
+33,457
+257% +$744K 0.1% 64
2025
Q2 		$285K Buy
+13,033
New +$277K 0.03% 115

Other funds holding BTT

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
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
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wellspring Financial Advisors's BTT Position: Q2 2026 in Review

Wellspring Financial Advisors held its BlackRock Municipal 2030 Target Term Trust (BTT) position steady in Q2 2026 at 38,090 shares worth $867K. The position accounts for 0.06% of the portfolio, ranked #110.

Wellspring Financial Advisors first reported a position in BTT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2025. 33 funds tracked by Wall St. Rank hold BTT as of Q2 2026.

  • Wellspring Financial Advisors held 38,090 shares of BlackRock Municipal 2030 Target Term Trust worth $867K as of Q2 2026.
  • Wellspring Financial Advisors left its BlackRock Municipal 2030 Target Term Trust share count unchanged in Q2 2026.
  • BlackRock Municipal 2030 Target Term Trust made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Wellspring Financial Advisors first reported a position in BlackRock Municipal 2030 Target Term Trust in Q2 2025 and has held it in 5 quarters since.
  • Wellspring Financial Advisors's BlackRock Municipal 2030 Target Term Trust position peaked at $1.06M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.