BlackRock 2030 Muni TRGT TRMBTT

13F holders, Q4 2025 (December 31)
141holders +2
9new positions
11sold out
2famous investors
$22.82avg. 13F price*

At the end of Q4 2025, 141 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings, up 2 from Q3 2025. 9 opened new positions and 11 sold out. The largest holders were Karpus Management, Inc. ($105.4M), Pathstone Holdings, LLC ($41.9M) and Allspring Global Investments Holdings, LLC ($35.6M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$6.8M
Exits11$10.5M

All 13F filers, Q3 2025 → Q4 2025: 1,106,190 shares bought and 3,205,467 shares sold, net −2,099,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 141 holders

Karpus Management, Inc. 3.24% Add +4.8% 4,618,725 $105.4M
Pathstone Holdings, LLC 0.16% Reduce -18.9% 1,833,979 $41.9M
Allspring Global Investments Holdings, LLC 0.06% Add +5.0% 1,560,360 $35.6M
Almitas Capital LLC 7.50% Reduce -3.5% 1,486,013 $33.9M
MacKay Shields LLC 9.76% Reduce -3.9% 1,364,127 $31.1M
Tortoise Investment Management, LLC 2.73% Add +11.3% 1,361,137 $31.1M
Morgan Stanley 0.00% Reduce -5.5% 1,241,871 $28.3M
Rivernorth Capital Management, LLC 1.27% Reduce -10.3% 1,166,387 $26.6M
Bank of America Corp. 0.00% Reduce -0.3% 766,484 $17.5M
UBS Group AG 0.00% Reduce -4.6% 701,209 $16.0M
City of London Investment Management Co. Ltd. 1.13% No change 662,759 $15.1M
Sentinel Trust Co. Lba 1.37% Add +13.2% 609,630 $13.9M
Hennion & Walsh Asset Management, Inc. 0.43% Add +6.2% 542,733 $12.4M
Van Eck Associates Corp. 0.01% Add +13.4% 528,422 $12.1M
Merit Financial Group, LLC 0.08% Reduce -2.1% 461,074 $10.5M
LPL Financial LLC 0.00% Add +3.6% 429,814 $9.8M
Narwhal Capital Management 0.64% Reduce -0.4% 387,702 $8.8M
1607 Capital Partners, LLC 0.45% Reduce -7.7% 290,806 $6.6M
Focus Partners Wealth 0.01% New 252,239 $5.8M
Stifel Financial Corp. 0.00% Add +5.5% 215,635 $4.9M
Jacobi Capital Management LLC 0.27% Add +0.4% 204,180 $4.7M
WealthBridge Capital Management, LLC 0.99% Add +0.2% 190,045 $4.3M
Beverly Hills Private Wealth, LLC 0.69% Add +8.5% 174,692 $4.0M
Envestnet Asset Management Inc. 0.00% Add +12.6% 156,787 $3.6M
Cerity Partners LLC 0.00% Add +0.3% 143,450 $3.3M
Elgethun Capital Management 0.54% Add +3.5% 137,007 $3.1M
Dakota Wealth Management 0.05% Add +1.6% 132,260 $3.0M
Rockefeller Capital Management L.P. 0.01% Add +6.5% 132,090 $3.0M
Maltin Wealth Management, Inc. 1.19% Add +1.2% 131,007 $3.0M
Hara Capital LLC 1.53% No change 120,685 $2.8M
Scarborough Advisors, LLC 0.46% Add +1.7% 120,117 $2.7M
Eldridge Investment Advisors, Inc. 0.54% Reduce -1.1% 107,256 $2.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.4% 105,681 $2.4M
Amplius Wealth Advisors, LLC 0.20% Add +0.0% 104,707 $2.4M
Raymond James Financial Inc. 0.00% Reduce -24.0% 103,841 $2.4M
Waterfront Wealth Inc. 0.44% Reduce -3.1% 101,274 $2.3M
Park Avenue Securities LLC 0.02% Reduce -3.1% 91,659 $2.1M
Matisse Capital 0.92% Reduce -10.7% 90,000 $2.1M
Walter & Keenan Wealth Management LLC /in/ 0.52% Add +0.0% 85,341 $1.9M
Royal Bank of Canada 0.00% Reduce -2.1% 80,832 $1.8M
Ameriprise Financial Inc. 0.00% Reduce -15.3% 80,329 $1.8M
Advisors Asset Management, Inc. 0.03% Add +123.7% 78,629 $1.8M
Gridiron Partners, LLC 1.00% Reduce -95.9% 77,255 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.7% 73,954 $1.7M
Anchor Investment Management, LLC 0.13% Add +2.6% 71,312 $1.6M
Seed Wealth Management, Inc. 0.93% Reduce -0.8% 59,170 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -8.9% 55,607 $1.3M
B. Riley Wealth Advisors, Inc. 0.06% Add +5.5% 52,521 $1.2M
Pinnacle Associates Ltd. 0.02% Add +0.0% 51,937 $1.2M
Baird Financial Group, Inc. 0.00% Reduce -19.1% 50,610 $1.2M
Cohen & Steers, Inc. 0.00% Add +25.0% 50,000 $1.1M
Thomas J. Herzfeld Advisors, Inc. 0.38% Add +0.8% 49,685 $1.1M
Ieq Capital, LLC 0.00% Reduce -35.9% 47,381 $1.1M
Wellspring Financial Advisors, LLC 0.08% No change 46,490 $1.1M
Sanctuary Advisors, LLC 0.01% Add +0.1% 45,820 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +39.1% 44,134 $1.0M
EP Wealth Advisors, LLC 0.01% — 43,632 $996K
Seven Mile Advisory 0.17% No change 43,303 $988K
Private Advisor Group, LLC 0.00% Add +0.5% 43,253 $987K
Oder Investment Management, LLC 0.71% Reduce -1.5% 43,151 $985K
Oppenheimer & Co. Inc. 0.01% Add +27.8% 37,901 $865K
Kestra Advisory Services, LLC 0.00% Add +26.1% 36,425 $831K
Evolve Private Wealth, LLC 0.05% — 34,009 $776K
M&T Bank Corp 0.00% Add +94.1% 32,383 $739K
Private Trust Co. NA 0.06% Add +3.4% 30,667 $700K
MML Investors Services, LLC 0.00% Add +70.6% 29,241 $667K
Petra Financial Advisors Inc. 0.38% Add +3.1% 28,560 $652K
Integrated Wealth Concepts LLC 0.01% Reduce -9.6% 28,337 $647K
Janney Montgomery Scott LLC 0.00% Add +48.6% 27,547 $629K
Jefferies Financial Group Inc. 0.01% Add +1.9% 26,485 $604K
Andrew Hill Investment Advisors, Inc. 0.45% No change 26,154 $597K
Closed-End Fund Advisors, Inc. 0.34% — 24,907 $568K
Invesco Ltd. 0.00% New 24,869 $568K
Encompass Wealth Advisors, LLC 0.19% No change 24,400 $557K
Wilmington Savings Fund Society, FSB 0.01% No change 23,472 $536K
NewEdge Advisors, LLC 0.00% Add +0.3% 22,314 $509K
Magnus Financial Group LLC 0.04% Reduce -7.5% 21,399 $488K
Integrated Capital Management, Inc. 0.32% Reduce -2.7% 21,377 $488K
Ackerman Capital Advisors, LLC 0.10% Add +4.6% 21,088 $481K
&partners 0.00% Add +50.9% 20,702 $472K
Successful Portfolios LLC 0.23% Reduce -7.7% 20,032 $453K
Cwm, LLC 0.00% Add +1.5% 19,800 $452K
Kestra Private Wealth Services, LLC 0.01% Add +0.7% 19,253 $439K
AQR Capital Management 0.00% No change 18,539 $423K
Advisory Services Network, LLC 0.01% Add +0.1% 18,527 $423K
Covenant Asset Management, LLC 0.08% No change 18,490 $422K
Susquehanna International Group, LLP 0.00% Reduce -11.7% 17,715 $404K
Concurrent Investment Advisors, LLC 0.00% No change 17,100 $390K
Icon Wealth Advisors, LLC 0.03% No change 16,825 $384K
Avior Wealth Management, LLC 0.01% Reduce -1.4% 15,385 $351K
Ritter Daniher Financial Advisory LLC / DE 0.06% Add +0.8% 15,249 $348K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -3.3% 14,550 $332K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.1% 14,310 $327K
Cary Street Partners Financial LLC 0.01% No change 13,539 $309K
Franklin Resources Inc. 0.00% No change 13,250 $302K
HRT Financial LP 0.00% New 13,259 $302K
Edge Wealth Management LLC 0.05% No change 13,000 $297K
Tamar Securities, LLC 0.03% Add +0.1% 12,360 $282K
Wealthcare Advisory Partners LLC 0.01% Add +0.1% 12,295 $281K
Avise Financial Cooperative, Inc. 0.25% — 12,250 $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