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

Western Wealth 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
2025 Q3	–	Sell	-9,295	Closed	-$203K	–	768
2025 Q2	$203K	Buy	+9,295	New	+$198K	0.01%	696
2025 Q1	–	Sell	-10,295	Closed	-$212K	–	683
2024 Q4	$212K	Hold	10,295	–	–	0.01%	630
2024 Q3	$223K	Hold	10,295	–	–	0.01%	688
2024 Q2	$214K	Hold	10,295	–	–	0.02%	616
2024 Q1	$217K	Sell	10,295 -500	-5%	-$10.5K	0.02%	603
2023 Q4	$225K	Hold	10,795	–	–	0.02%	627
2023 Q3	$210K	Hold	10,795	–	–	0.02%	603
2023 Q2	$224K	Hold	10,795	–	–	0.02%	589
2023 Q1	$234K	Hold	10,795	–	–	0.02%	568
2022 Q4	$230K	Sell	10,795 -10,795	-50%	-$227K	0.02%	537
2022 Q3	$444K	Buy	+21,590	New	+$484K	0.03%	525
2020 Q4	–	Sell	-8,120	Closed	-$203K	–	472
2020 Q3	$203K	Buy	+8,120	New	+$200K	0.03%	412

Other funds holding BTT

KIM

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

MSL

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

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

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

Western Wealth Management's BTT Position: Q3 2025 in Review

Western Wealth Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q3 2025, closing a stake of 9,295 shares — an estimated $203K sold.

Western Wealth Management first reported a position in BTT in Q3 2020 and held it in 12 quarters. The position peaked at $444K in Q3 2022. 139 funds tracked by Wall St. Rank hold BTT as of Q3 2025.

Western Wealth Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q3 2025 after selling out during the quarter.
Western Wealth Management sold 9,295 BlackRock Municipal 2030 Target Term Trust shares in Q3 2025, an estimated $203K.
Western Wealth Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2020 and held it in 12 quarters.
Western Wealth Management's BlackRock Municipal 2030 Target Term Trust position peaked at $444K in Q3 2022.
139 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q3 2025.

Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.