BlackRock 2030 Muni TRGT TRMBTT

13F holders, Q3 2025 (September 30)
139holders +10
16new positions
7sold out
2famous investors
$20.98avg. 13F price*

At the end of Q3 2025, 139 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings, up 10 from Q2 2025. 16 opened new positions and 7 sold out. The largest holders were Karpus Management, Inc. ($99.0M), Pathstone Holdings, LLC ($50.8M) and Almitas Capital LLC ($34.6M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions16$5.1M
Exits7$1.1M

All 13F filers, Q2 2025 → Q3 2025: 3,476,963 shares bought and 1,437,867 shares sold, net +2,039,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 139 holders

Karpus Management, Inc. 3.14% Add +22.9% 4,407,881 $99.0M
Pathstone Holdings, LLC 0.19% Add +6.5% 2,262,070 $50.8M
Almitas Capital LLC 7.92% Reduce -1.2% 1,539,263 $34.6M
Allspring Global Investments Holdings, LLC 0.05% Add +5.6% 1,485,287 $33.4M
MacKay Shields LLC 7.98% Reduce -9.2% 1,419,894 $31.9M
Morgan Stanley 0.00% Add +2.2% 1,314,423 $29.5M
Rivernorth Capital Management, LLC 1.68% No change 1,300,557 $29.2M
Tortoise Investment Management, LLC 2.45% Add +2.8% 1,222,601 $27.5M
Bank of America Corp. 0.00% Reduce -0.7% 769,132 $17.3M
UBS Group AG 0.00% Reduce -7.0% 735,132 $16.5M
City of London Investment Management Co. Ltd. 1.10% Add +8.8% 662,759 $14.9M
Sentinel Trust Co. Lba 1.23% Reduce -7.4% 538,670 $12.1M
Hennion & Walsh Asset Management, Inc. 0.42% Add +36.1% 510,885 $11.5M
Merit Financial Group, LLC 0.10% Reduce 0.0% 471,030 $10.6M
Van Eck Associates Corp. 0.01% Add +3.9% 466,121 $10.5M
LPL Financial LLC 0.00% Reduce -8.2% 414,763 $9.3M
Narwhal Capital Management 0.65% Reduce -8.0% 389,368 $8.7M
1607 Capital Partners, LLC 0.53% Reduce -3.8% 315,129 $7.1M
NorthCoast Asset Management LLC 0.02% Reduce -5.1% 265,961 $6.0M
Stifel Financial Corp. 0.00% Add +3.8% 204,486 $4.6M
Jacobi Capital Management LLC 0.28% Reduce -0.6% 203,393 $4.6M
WealthBridge Capital Management, LLC 1.00% Reduce -5.8% 189,673 $4.3M
Beverly Hills Private Wealth, LLC 0.65% Reduce -2.4% 160,942 $3.6M
Cerity Partners LLC 0.01% No change 142,950 $3.2M
Envestnet Asset Management Inc. 0.00% Reduce -12.6% 139,272 $3.1M
Raymond James Financial Inc. 0.00% Reduce -2.3% 136,663 $3.1M
Elgethun Capital Management 0.54% Add +0.1% 132,416 $3.0M
Dakota Wealth Management 0.06% Add +46.5% 130,200 $2.9M
Maltin Wealth Management, Inc. 1.21% Reduce -0.1% 129,484 $2.9M
Rockefeller Capital Management L.P. 0.01% Reduce -1.2% 124,035 $2.8M
Hara Capital LLC 1.60% Add +0.3% 120,685 $2.7M
Scarborough Advisors, LLC 0.47% No change 118,154 $2.7M
Eldridge Investment Advisors, Inc. 0.55% Add +0.5% 108,422 $2.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.8% 107,131 $2.4M
Waterfront Wealth Inc. 0.48% Reduce -2.8% 104,472 $2.4M
Amplius Wealth Advisors, LLC 0.20% Reduce -0.1% 104,664 $2.4M
Matisse Capital 1.02% No change 100,739 $2.3M
Ameriprise Financial Inc. 0.00% Add +7.6% 94,895 $2.1M
Park Avenue Securities LLC 0.02% Reduce -18.0% 94,592 $2.1M
Walter & Keenan Wealth Management LLC /in/ 0.53% Reduce -8.0% 85,339 $1.9M
Royal Bank of Canada 0.00% Add +1.4% 82,532 $1.9M
Gridiron Partners, LLC 0.99% Add +2363.9% 1,868,965 $1.7M
Ieq Capital, LLC 0.01% Reduce -7.0% 73,858 $1.7M
Anchor Investment Management, LLC 0.13% Reduce -1.1% 69,486 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.2% 69,292 $1.6M
Baird Financial Group, Inc. 0.00% Add +2.4% 62,545 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +8.8% 61,015 $1.4M
Seed Wealth Management, Inc. 0.92% No change 59,620 $1.3M
Saba Capital Management, L.P. 0.04% Reduce -93.9% 53,509 $1.2M
Pinnacle Associates Ltd. 0.02% Reduce -5.9% 51,920 $1.2M
B. Riley Wealth Advisors, Inc. 0.05% Add +7.2% 49,792 $1.1M
Thomas J. Herzfeld Advisors, Inc. 0.38% Add +36.8% 49,300 $1.1M
Wellspring Financial Advisors, LLC 0.10% Add +256.7% 46,490 $1.0M
Sanctuary Advisors, LLC 0.01% Reduce -5.9% 45,789 $1.0M
Oder Investment Management, LLC 0.71% Add +0.1% 43,804 $984K
Seven Mile Advisory 0.16% New 43,303 $973K
Private Advisor Group, LLC 0.00% Add +0.4% 43,028 $966K
HighTower Advisors, LLC 0.00% Reduce -4.8% 43,009 $966K
Riverbridge Partners LLC 0.02% Add +2.4% 40,929 $919K
Cohen & Steers, Inc. 0.00% New 40,000 $898K
Advisors Asset Management, Inc. 0.01% Reduce -48.8% 35,147 $789K
PNC Financial Services Group, Inc. 0.00% New 31,734 $713K
Integrated Wealth Concepts LLC 0.01% Reduce -0.8% 31,355 $704K
Private Trust Co. NA 0.06% No change 29,667 $666K
Oppenheimer & Co. Inc. 0.01% Add +17.2% 29,662 $666K
Kestra Advisory Services, LLC 0.00% Add +189.6% 28,892 $649K
Petra Financial Advisors Inc. 0.36% Add +2.5% 27,700 $622K
Andrew Hill Investment Advisors, Inc. 0.46% Reduce -5.9% 26,154 $587K
Jefferies Financial Group Inc. 0.01% No change 25,985 $584K
Encompass Wealth Advisors, LLC 0.19% No change 24,400 $548K
Wilmington Savings Fund Society, FSB 0.01% No change 23,472 $527K
Magnus Financial Group LLC 0.04% Reduce 0.0% 23,144 $520K
NewEdge Advisors, LLC 0.00% Add +2.7% 22,243 $500K
Integrated Capital Management, Inc. 0.34% Reduce -13.2% 21,971 $493K
Successful Portfolios LLC 0.28% No change 21,707 $488K
Ackerman Capital Advisors, LLC 0.09% New 20,158 $453K
Susquehanna International Group, LLP 0.00% Add +0.9% 20,050 $450K
Cwm, LLC 0.00% No change 19,500 $438K
Kestra Private Wealth Services, LLC 0.01% Add +0.6% 19,113 $429K
LexAurum Advisors, LLC 0.06% Reduce -38.9% 18,893 $424K
AQR Capital Management 0.00% New 18,539 $416K
Janney Montgomery Scott LLC 0.00% Reduce -22.5% 18,540 $416K
Advisory Services Network, LLC 0.01% Add +0.0% 18,516 $416K
Covenant Asset Management, LLC 0.08% No change 18,490 $415K
MML Investors Services, LLC 0.00% Add +13.7% 17,139 $385K
Concurrent Investment Advisors, LLC 0.01% New 17,100 $384K
Icon Wealth Advisors, LLC 0.03% No change 16,825 $378K
M&T Bank Corp 0.00% Add +55.3% 16,680 $375K
Avior Wealth Management, LLC 0.01% Add +2.3% 15,600 $350K
Bank of Montreal 0.00% New 15,559 $349K
Ritter Daniher Financial Advisory LLC / DE 0.06% Add +0.6% 15,125 $340K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -3.5% 15,050 $338K
Logan Stone Capital, LLC 0.15% Reduce -61.4% 14,512 $326K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.4% 14,157 $318K
&partners 0.00% Add +22.4% 13,721 $308K
Cary Street Partners Financial LLC 0.01% No change 13,539 $304K
Franklin Resources Inc. 0.00% New 13,250 $298K
Edge Wealth Management LLC 0.05% No change 13,000 $292K
Tamar Securities, LLC 0.03% Reduce -16.8% 12,351 $277K
Wealthcare Advisory Partners LLC 0.01% Add +0.1% 12,286 $276K

"% 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 139 holders