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

XML Financial’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
Q3 		– Sell
-11,033
Closed -$229K – 320
2023
Q2 		$229K Sell
11,033
-106,979
-91% -$2.25M 0.03% 306
2023
Q1 		$2.56M Sell
118,012
-67,849
-37% -$1.47M 0.31% 89
2022
Q4 		$3.96M Buy
185,861
+3,600
+2% +$75.7K 0.5% 65
2022
Q3 		$3.74M Buy
+182,261
New +$4.09M 0.52% 62
2022
Q2 		– Sell
-178,085
Closed -$4.21M – 247
2022
Q1 		$4.21M Sell
178,085
-8,400
-5% -$208K 0.5% 64
2021
Q4 		$4.84M Sell
186,485
-4,600
-2% -$118K 0.58% 54
2021
Q3 		$4.88M Buy
+191,085
New +$5.01M 0.65% 47

Other funds holding BTT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return