BlackRock 2030 Muni TRGT TRMBTT

13F holders, Q1 2024 (March 31)
120holders
1famous investor
$21.04avg. 13F price*

At the end of Q1 2024, 120 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings. The largest holders were Karpus Management, Inc. ($53.0M), Rivernorth Capital Management, LLC ($45.2M) and Morgan Stanley ($30.7M). One famous investor held it Israel Englander (0.0% of Millennium 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 2024

InstitutionsTotal Value
New Positions11$3.5M
Exits13$6.4M

Ownership 120 holders

Karpus Management, Inc. 1.53% Add +0.2% 2,517,362 $53.0M
Rivernorth Capital Management, LLC 2.19% No change 2,144,777 $45.2M
Morgan Stanley 0.00% Reduce -5.3% 1,458,613 $30.7M
MacKay Shields LLC 5.30% No change 1,401,701 $29.5M
Bank of America Corp. 0.00% Reduce -2.3% 1,136,811 $23.9M
Allspring Global Investments Holdings, LLC 0.04% No change 1,109,028 $23.4M
UBS Group AG 0.01% Add +1.9% 789,932 $16.6M
Van Eck Associates Corp. 0.02% Add +1.5% 527,339 $11.1M
Narwhal Capital Management 1.00% Reduce -8.9% 485,602 $10.2M
Rockefeller Capital Management L.P. 0.03% Reduce -6.0% 483,319 $10.2M
Merit Financial Group, LLC 0.24% Reduce -6.0% 491,102 $10.1M
Stifel Financial Corp. 0.01% Reduce -5.6% 458,293 $9.7M
City of London Investment Management Co. Ltd. 0.74% Add +130.0% 428,327 $9.0M
Logan Stone Capital, LLC 1.70% Reduce -40.4% 375,060 $7.9M
Sentinel Trust Co. Lba 0.92% Add +39.4% 338,415 $7.1M
WealthBridge Capital Management, LLC 2.17% Reduce -4.4% 305,058 $6.4M
AQR Arbitrage LLC 0.26% No change 233,029 $4.9M
Hennion & Walsh Asset Management, Inc. 0.26% Reduce -18.2% 231,219 $4.9M
Cerity Partners LLC 0.01% No change 228,075 $4.8M
Pathstone Holdings, LLC 0.02% Reduce -2.4% 200,582 $4.2M
Jacobi Capital Management LLC 0.35% Add +9.8% 179,085 $3.8M
Walter & Keenan Wealth Management LLC /in/ 1.23% Reduce -9.8% 178,011 $3.7M
LPL Financial LLC 0.00% Reduce -2.6% 177,262 $3.7M
1607 Capital Partners, LLC 0.30% Reduce -35.5% 176,635 $3.7M
Advisors Asset Management, Inc. 0.06% Add +30.4% 151,176 $3.2M
Steward Partners Investment Advisory, LLC 0.03% Reduce -10.5% 139,995 $2.9M
Amplius Wealth Advisors, LLC 0.31% Reduce -3.8% 131,176 $2.8M
Landscape Capital Management, L.L.C. 0.23% Reduce -32.8% 126,972 $2.7M
Waterfront Wealth Inc. 0.66% Reduce -2.3% 116,174 $2.4M
Raymond James & Associates 0.00% Reduce -4.3% 111,351 $2.3M
Royal Bank of Canada 0.00% Add +7.0% 110,663 $2.3M
Ameriprise Financial Inc. 0.00% Reduce -5.8% 96,678 $2.0M
Gill Capital Partners, LLC 0.71% Reduce -3.0% 85,740 $1.8M
Eldridge Investment Advisors, Inc. 0.42% Add +9.1% 77,400 $1.6M
Gridiron Partners, LLC 1.02% No change 75,855 $1.6M
Hara Capital LLC 0.89% Add +18.1% 70,309 $1.5M
Baird Financial Group, Inc. 0.00% Add +9.6% 69,582 $1.5M
Relative Value Partners Group, LLC 0.09% Reduce -3.1% 66,143 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +13.5% 65,373 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.6% 62,469 $1.3M
Anchor Investment Management, LLC 0.14% Add +6.6% 61,830 $1.3M
LexAurum Advisors, LLC 0.33% Reduce -17.9% 61,524 $1.3M
Beverly Hills Private Wealth, LLC 0.30% Add +71.1% 61,257 $1.3M
Pinnacle Associates Ltd. 0.02% Add +0.0% 57,077 $1.2M
NINE MASTS CAPITAL Ltd 0.81% New 54,742 $1.2M
Dakota Wealth Management 0.03% No change 54,500 $1.1M
Bank of New York Mellon Corp 0.00% Add +0.9% 52,461 $1.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -11.2% 52,440 $1.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +15.9% 48,557 $1.0M
Susquehanna International Group, LLP 0.00% Add +54.4% 48,428 $1.0M
Guggenheim Capital LLC 0.01% Add +16.0% 46,842 $986K
Advisory Services Network, LLC 0.02% Reduce -23.5% 45,578 $960K
EP Wealth Advisors, LLC 0.01% No change 45,304 $954K
Integrated Wealth Concepts LLC 0.01% Reduce -4.3% 43,403 $914K
Oder Investment Management, LLC 0.83% Add +2.5% 42,201 $889K
Private Advisor Group, LLC 0.01% Reduce -1.1% 40,462 $852K
Janney Montgomery Scott LLC 0.00% Reduce -7.3% 39,325 $828K
Riverbridge Partners LLC 0.01% New 33,219 $700K
Maltin Wealth Management, Inc. 0.39% New 32,989 $695K
Tortoise Investment Management, LLC 0.08% No change 32,328 $681K
Cwm, LLC 0.00% Add +0.2% 30,867 $650K
Moneta Group Investment Advisors LLC 0.01% Reduce -41.2% 29,785 $627K
Jefferies Financial Group Inc. 0.01% Add +23.6% 28,670 $604K
Andrew Hill Investment Advisors, Inc. 0.49% No change 26,502 $558K
TrinityPoint Wealth, LLC 0.09% Reduce -4.5% 26,053 $549K
Encompass Wealth Advisors, LLC 0.14% No change 24,400 $514K
PNC Financial Services Group, Inc. 0.00% No change 23,515 $495K
Covenant Asset Management, LLC 0.12% No change 22,750 $479K
Successful Portfolios LLC 0.32% Reduce -4.2% 22,607 $476K
Wolverine Asset Management LLC 0.04% Add +345.4% 21,234 $447K
Oppenheimer & Co. Inc. 0.01% Add +3.1% 19,762 $416K
Raymond James Trust N.A. 0.01% No change 19,448 $410K
Summit Financial Wealth Advisors, LLC 0.08% Reduce -1.3% 19,425 $409K
Seed Wealth Management, Inc. 0.38% Reduce -4.5% 18,870 $394K
Wealthcare Advisory Partners LLC 0.01% Add +0.1% 17,967 $378K
Magnus Financial Group LLC 0.04% Add +16.7% 17,780 $374K
Millennium Management 0.00% Reduce -62.2% 17,626 $371K
Icon Wealth Advisors, LLC 0.03% No change 16,825 $354K
Cresset Asset Management, LLC 0.00% No change 16,744 $353K
Transcend Capital Advisors, LLC 0.03% No change 15,945 $336K
Tamar Securities, LLC 0.06% Add +0.0% 15,804 $333K
Nomura Holdings Inc. 0.00% Reduce -8.1% 15,630 $329K
Private Trust Co. NA 0.03% Add +0.4% 15,213 $320K
Creative Planning 0.00% Add +2.5% 15,149 $319K
Kestra Advisory Services, LLC 0.00% Add +3.5% 15,062 $317K
MGB Wealth Management, LLC 0.11% No change 13,226 $279K
Edge Wealth Management LLC 0.06% No change 13,000 $274K
Smartleaf Asset Management LLC 0.05% No change 12,880 $270K
Avior Wealth Management, LLC 0.01% Reduce -0.8% 12,705 $268K
Fort Point Capital Partners LLC 0.03% New 12,193 $257K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.2% 11,579 $244K
Melfa Wealth Management, Inc. 0.18% Add +0.1% 11,556 $243K
Tyche Wealth Partners LLC 0.06% Add +0.1% 11,442 $241K
Cetera Investment Advisers 0.00% New 10,918 $230K
Mariner, LLC 0.00% New 10,679 $225K
Harbor Investment Advisory, LLC 0.02% No change 10,613 $224K
MML Investors Services, LLC 0.00% Reduce -15.6% 10,583 $223K
Western Wealth Management, LLC 0.02% Reduce -4.6% 10,295 $217K
HighTower Advisors, LLC 0.00% Reduce -1.8% 10,141 $212K
US Bancorp \de 0.00% Reduce -3.4% 9,980 $210K
Comerica Bank 0.00% Add +0.1% 9,595 $202K
Imprint Wealth LLC 0.05% New 9,650 $201K
Osaic Holdings, Inc. 0.00% Reduce -21.9% 7,934 $167K
Bessemer Group Inc. 0.00% No change 6,108 $129K
Colonial Trust Co / SC 0.02% No change 5,000 $105K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -47.6% 4,974 $105K
Parallel Advisors, LLC 0.00% Add +0.4% 4,305 $91K
Rothschild Investment LLC 0.01% No change 4,000 $84K
Ritter Daniher Financial Advisory LLC / DE 0.02% Add +0.6% 2,522 $53K
Montag A & Associates Inc. 0.00% No change 2,200 $46K
Crewe Advisors LLC 0.00% No change 2,000 $42K
Lindbrook Capital, LLC 0.00% Add +100.0% 2,000 $42K
CoreCap Advisors, LLC 0.00% New 2,000 $42K
NewEdge Advisors, LLC 0.00% No change 1,313 $28K
Rosenberg Matthew Hamilton 0.00% No change 750 $16K
FNY Investment Advisers, LLC 0.01% New 600 $12K
Bank of New Hampshire 0.00% No change 500 $11K
Retirement Group, LLC 0.00% No change 66 $1K
Tower Research Capital LLC (TRC) 0.00% New 6 $126
Wells Fargo & Company 0.00% Reduce -99.1% 5 $112

"% 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.