BlackRock 2030 Muni TRGT TRMBTT

13F holders, Q2 2026 (June 30)
141holders −3
10new positions
12sold out
1famous investor
$22.75avg. 13F price*

At the end of Q2 2026, 141 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings, down 3 from Q1 2026. 10 opened new positions and 12 sold out. The largest holders were Karpus Management, Inc. ($105.6M), MacKay Shields LLC ($44.8M) and Pathstone Holdings, LLC ($37.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
BlackRock 2030 Muni TRGT TRM
CUSIP
09257P105
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 120Q1 2024Q2 2024: 126Q2 2024Q3 2024: 125Q3 2024Q4 2024: 138Q4 2024Q1 2025: 131Q1 2025Q2 2025: 129Q2 2025Q3 2025: 139Q3 2025Q4 2025: 141Q4 2025Q1 2026: 144Q1 2026Q2 2026: 141Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$3.3M
Exits12$12.3M

All 13F filers, Q1 2026 → Q2 2026: 1,512,475 shares bought and 1,413,054 shares sold, net +99,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 141 holders

Karpus Management, Inc. 3.04% Reduce -1.0% 4,641,247 $105.6M
MacKay Shields LLC 17.75% Add +25.6% 1,967,980 $44.8M
Pathstone Holdings, LLC 0.11% Add +1.6% 1,638,668 $37.3M
Allspring Global Investments Holdings, LLC 0.05% Add +0.2% 1,563,860 $35.6M
Almitas Capital LLC 8.10% Reduce -0.1% 1,485,213 $33.8M
Tortoise Investment Management, LLC 2.41% Add +1.4% 1,420,474 $32.3M
Sentinel Trust Co. Lba 2.57% Add +52.3% 1,274,609 $29.0M
Morgan Stanley 0.00% Add +1.7% 1,268,475 $28.9M
Hennion & Walsh Asset Management, Inc. 0.51% Add +26.9% 783,682 $17.8M
Bank of America Corp. 0.00% Reduce -3.4% 719,925 $16.4M
UBS Group AG 0.00% Reduce -7.6% 654,447 $14.9M
LPL Financial LLC 0.00% Add +5.6% 516,302 $11.7M
Van Eck Associates Corp. 0.01% Add +3.5% 507,854 $11.6M
City of London Investment Management Co. Ltd. 0.68% Reduce -7.9% 498,552 $11.3M
Rivernorth Capital Management, LLC 0.54% Reduce -44.1% 493,001 $11.2M
Merit Financial Group, LLC 0.06% Reduce -0.3% 441,028 $10.0M
1607 Capital Partners, LLC 0.57% Reduce -25.5% 287,241 $6.5M
Beverly Hills Private Wealth, LLC 1.12% Add +11.1% 253,307 $5.8M
Focus Partners Wealth 0.01% Reduce -10.9% 214,188 $4.9M
Jacobi Capital Management LLC 0.23% Add +1.5% 208,040 $4.7M
Stifel Financial Corp. 0.00% Add +0.7% 203,231 $4.6M
WealthBridge Capital Management, LLC 0.86% Reduce -2.4% 191,230 $4.4M
Advisors Asset Management, Inc. 0.06% Add +44.9% 178,185 $4.1M
Dakota Wealth Management 0.07% No change 166,660 $3.8M
Envestnet Asset Management Inc. 0.00% Add +2.4% 144,042 $3.3M
Elgethun Capital Management 0.44% Add +0.1% 137,301 $3.1M
Scarborough Advisors, LLC 0.31% Reduce -0.9% 119,526 $2.7M
Cohen & Steers, Inc. 0.00% Add +28.0% 119,000 $2.7M
Maltin Wealth Management, Inc. 0.89% Reduce -5.3% 117,605 $2.7M
Hara Capital LLC 1.38% Reduce -4.9% 114,387 $2.6M
Eldridge Investment Advisors, Inc. 0.48% Reduce -0.1% 107,454 $2.4M
Amplius Wealth Advisors, LLC 0.17% Reduce -3.1% 100,344 $2.3M
Raymond James Financial Inc. 0.00% Reduce -6.7% 93,598 $2.1M
Waterfront Wealth Inc. 0.33% Reduce -6.4% 92,920 $2.1M
Rockefeller Capital Management L.P. 0.00% Reduce -27.0% 81,261 $1.8M
Royal Bank of Canada 0.00% Add +0.6% 80,729 $1.8M
Ameriprise Financial Inc. 0.00% Reduce -0.8% 78,557 $1.8M
Park Avenue Securities LLC 0.01% Reduce -7.3% 76,869 $1.7M
Anchor Investment Management, LLC 0.12% Reduce -1.3% 72,345 $1.6M
Walter & Keenan Wealth Management LLC /in/ 0.40% No change 71,425 $1.6M
Fiera Capital Corp 0.01% Add +51.1% 66,988 $1.5M
Petra Financial Advisors Inc. 0.67% Add +11.8% 63,712 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +9.5% 61,738 $1.4M
Invesco Ltd. 0.00% Add +48.7% 61,808 $1.4M
Baird Financial Group, Inc. 0.00% Add +12.7% 60,653 $1.4M
Seed Wealth Management, Inc. 0.85% No change 59,170 $1.3M
Thomas J. Herzfeld Advisors, Inc. 0.40% Add +15.4% 56,610 $1.3M
PNC Financial Services Group, Inc. 0.00% No change 51,734 $1.2M
Private Advisor Group, LLC 0.01% Add +18.6% 51,440 $1.2M
Pinnacle Associates Ltd. 0.01% Reduce -3.8% 49,973 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -6.8% 48,064 $1.1M
Sanctuary Advisors, LLC 0.01% Add +4.2% 47,768 $1.1M
Ieq Capital, LLC 0.01% No change 47,381 $1.1M
Oder Investment Management, LLC 0.72% Add +9.3% 47,179 $1.1M
Gridiron Partners, LLC 0.55% Reduce -32.2% 45,646 $1.0M
HRT Financial LP 0.00% New 43,721 $994K
Wellspring Financial Advisors, LLC 0.06% No change 38,090 $867K
Janney Montgomery Scott LLC 0.00% Reduce -6.9% 36,533 $831K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -28.9% 33,287 $753K
EP Wealth Advisors, LLC 0.00% No change 32,304 $735K
Oppenheimer & Co. Inc. 0.01% Reduce -22.2% 32,207 $733K
Evolve Private Wealth, LLC 0.04% Reduce -7.3% 31,643 $721K
Bluespring Wealth Management, LLC 0.01% New 30,808 $701K
Private Trust Co. NA 0.06% No change 30,667 $698K
Jefferies Financial Group Inc. 0.01% No change 30,560 $695K
Summit Trail Advisors, LLC 0.01% Add +46.9% 29,067 $661K
Integrated Wealth Concepts LLC 0.00% Reduce -0.0% 28,405 $646K
Cerity Partners LLC 0.00% Add +28.2% 28,273 $643K
Kestra Advisory Services, LLC 0.00% Add +2.5% 26,931 $613K
Andrew Hill Investment Advisors, Inc. 0.44% Reduce -0.6% 25,704 $585K
&partners 0.00% Add +1.9% 25,302 $576K
Susquehanna International Group, LLP 0.00% Add +78.2% 24,434 $556K
Encompass Wealth Advisors, LLC 0.17% No change 24,400 $555K
Closed-End Fund Advisors, Inc. 0.53% Reduce -1.0% 23,647 $538K
Readystate Asset Management LP 0.04% New 23,633 $538K
Wilmington Savings Fund Society, FSB 0.01% No change 23,472 $534K
Aviance Capital Partners, LLC 0.06% Reduce -0.1% 23,313 $530K
Steward Partners Investment Advisory, LLC 0.00% Reduce -53.7% 23,246 $529K
Avise Financial Cooperative, Inc. 0.38% Add +17.9% 23,163 $527K
HighTower Advisors, LLC 0.00% Reduce -27.6% 22,300 $507K
Jane Street Group, LLC 0.00% Reduce -23.7% 22,056 $502K
Magnus Financial Group LLC 0.03% Add +0.2% 21,464 $488K
NewEdge Advisors, LLC 0.00% Reduce -5.6% 21,097 $480K
Successful Portfolios LLC 0.21% No change 20,032 $458K
M&T Bank Corp 0.00% Reduce -0.3% 20,047 $457K
Advisory Services Network, LLC 0.01% Reduce -4.8% 19,599 $446K
Northwestern Mutual Wealth Management Co. 0.00% Add +31.3% 18,784 $427K
Icon Wealth Advisors, LLC 0.02% No change 16,825 $383K
Concurrent Investment Advisors, LLC 0.00% No change 16,300 $371K
Avior Wealth Management, LLC 0.01% Add +0.5% 15,842 $360K
Cary Street Partners Financial LLC 0.01% Add +14.7% 15,529 $353K
AQR Capital Management 0.00% Reduce -9.3% 15,527 $353K
Ritter Daniher Financial Advisory LLC / DE 0.05% Add +0.6% 15,404 $350K
Cetera Investment Advisers 0.00% Add +37.7% 15,156 $345K
Blue Bell Private Wealth Management, LLC 0.04% No change 14,550 $331K
Covenant Asset Management, LLC 0.06% Reduce -23.8% 14,090 $321K
Integrated Capital Management, Inc. 0.22% Reduce -23.6% 14,002 $319K
Edge Wealth Management LLC 0.05% No change 13,000 $296K
49 Wealth Management, LLC 0.05% New 12,320 $280K
Alongside, LLC 0.05% — 12,320 $280K

"% of holder's portfolio" is BTT's weight in each manager's 13F, not the share of BlackRock 2030 Muni TRGT TRM the manager owns.

Show all 141 holders