Wilbanks Smith & Thomas Asset Management’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Wilbanks Smith & Thomas Asset 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
2023 Q2	–	Sell	-11,000	Closed	-$239K	–	516
2023 Q1	$239K	Hold	11,000	–	–	0.01%	450
2022 Q4	$234K	Hold	11,000	–	–	0.01%	440
2022 Q3	$226K	Hold	11,000	–	–	0.01%	419
2022 Q2	$244K	Hold	11,000	–	–	0.01%	415
2022 Q1	$245K	Hold	11,000	–	–	0.01%	436
2021 Q4	$285K	Hold	11,000	–	–	0.01%	427
2021 Q3	$281K	Hold	11,000	–	–	0.01%	405
2021 Q2	$289K	Hold	11,000	–	–	0.01%	400
2021 Q1	$280K	Buy	+11,000	New	+$281K	0.01%	381
2018 Q4	–	Sell	-7,000	Closed	-$145K	–	477
2018 Q3	$145K	Buy	+7,000	New	+$149K	0.01%	459

Other funds holding BTT

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 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 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

Wilbanks Smith & Thomas Asset Management's BTT Position: Q2 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q2 2023, closing a stake of 11,000 shares — an estimated $239K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BTT in Q3 2018 and held it in 10 quarters. The position peaked at $289K in Q2 2021. 118 funds tracked by Wall St. Rank hold BTT as of Q2 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q2 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 11,000 BlackRock Municipal 2030 Target Term Trust shares in Q2 2023, an estimated $239K.
Wilbanks Smith & Thomas Asset Management first reported a position in BlackRock Municipal 2030 Target Term Trust in Q3 2018 and held it in 10 quarters.
Wilbanks Smith & Thomas Asset Management's BlackRock Municipal 2030 Target Term Trust position peaked at $289K in Q2 2021.
118 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q2 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.