BlackRock 2030 Muni TRGT TRMBTT

13F holders, Q1 2026 (March 31)
144holders +3
13new positions
11sold out
2famous investors
$22.70avg. 13F price*

At the end of Q1 2026, 144 institutions reported holding BlackRock 2030 Muni TRGT TRM (BTT) in their 13F filings, up 3 from Q4 2025. 13 opened new positions and 11 sold out. The largest holders were Karpus Management, Inc. ($106.4M), Pathstone Holdings, LLC ($36.6M) and MacKay Shields 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions13$3.8M
Exits11$2.8M

All 13F filers, Q4 2025 → Q1 2026: 1,255,995 shares bought and 1,257,345 shares sold, net −1,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 144 holders

Karpus Management, Inc. 3.32% Add +1.5% 4,689,313 $106.4M
Pathstone Holdings, LLC 0.15% Reduce -12.0% 1,613,294 $36.6M
MacKay Shields LLC 13.31% Add +14.8% 1,566,262 $35.6M
Allspring Global Investments Holdings, LLC 0.06% No change 1,560,360 $35.4M
Almitas Capital LLC 7.63% No change 1,486,013 $33.7M
Tortoise Investment Management, LLC 2.63% Add +2.9% 1,401,152 $31.8M
Morgan Stanley 0.00% Add +0.4% 1,247,371 $28.3M
Rivernorth Capital Management, LLC 1.01% Reduce -24.4% 881,402 $20.0M
Sentinel Trust Co. Lba 1.89% Add +37.3% 836,734 $19.0M
Bank of America Corp. 0.00% Reduce -2.8% 745,082 $16.9M
UBS Group AG 0.00% Add +1.0% 707,969 $16.1M
Hennion & Walsh Asset Management, Inc. 0.47% Add +13.8% 617,560 $14.0M
City of London Investment Management Co. Ltd. 0.89% Reduce -18.4% 541,052 $12.3M
Van Eck Associates Corp. 0.01% Reduce -7.1% 490,684 $11.1M
LPL Financial LLC 0.00% Add +13.8% 488,950 $11.1M
Merit Financial Group, LLC 0.07% Reduce -4.0% 442,588 $10.0M
1607 Capital Partners, LLC 0.63% Add +32.6% 385,481 $8.8M
Narwhal Capital Management 0.60% Reduce -7.9% 357,067 $8.1M
Focus Partners Wealth 0.01% Reduce -4.7% 240,497 $5.5M
Beverly Hills Private Wealth, LLC 0.88% Add +30.6% 228,066 $5.2M
Jacobi Capital Management LLC 0.26% Add +0.4% 204,947 $4.7M
Stifel Financial Corp. 0.00% Reduce -6.4% 201,895 $4.6M
WealthBridge Capital Management, LLC 1.02% Add +3.1% 195,915 $4.4M
Dakota Wealth Management 0.08% Add +26.0% 166,660 $3.8M
Envestnet Asset Management Inc. 0.00% Reduce -10.3% 140,668 $3.2M
Elgethun Capital Management 0.52% Add +0.1% 137,169 $3.1M
Maltin Wealth Management, Inc. 1.08% Reduce -5.2% 124,238 $2.8M
Advisors Asset Management, Inc. 0.05% Add +56.4% 122,996 $2.8M
Scarborough Advisors, LLC 0.30% Add +0.4% 120,571 $2.7M
Hara Capital LLC 1.37% Reduce -0.3% 120,285 $2.7M
Rockefeller Capital Management L.P. 0.00% Reduce -15.7% 111,320 $2.5M
Eldridge Investment Advisors, Inc. 0.54% Add +0.3% 107,608 $2.4M
Amplius Wealth Advisors, LLC 0.20% Reduce -1.1% 103,581 $2.4M
Raymond James Financial Inc. 0.00% Reduce -3.4% 100,366 $2.3M
Waterfront Wealth Inc. 0.41% Reduce -1.9% 99,316 $2.3M
Cohen & Steers, Inc. 0.00% Add +86.0% 93,000 $2.1M
Park Avenue Securities LLC 0.01% Reduce -9.5% 82,924 $1.9M
Matisse Capital 0.79% Reduce -9.4% 81,562 $1.9M
Royal Bank of Canada 0.00% Reduce -0.7% 80,281 $1.8M
Ameriprise Financial Inc. 0.00% Reduce -1.4% 79,188 $1.8M
Anchor Investment Management, LLC 0.14% Add +2.8% 73,325 $1.7M
Walter & Keenan Wealth Management LLC /in/ 0.46% Reduce -16.3% 71,425 $1.6M
Gridiron Partners, LLC 0.93% Reduce -12.8% 67,359 $1.5M
Seed Wealth Management, Inc. 0.92% No change 59,170 $1.3M
Petra Financial Advisors Inc. 0.80% Add +99.5% 56,975 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -23.8% 56,368 $1.3M
Baird Financial Group, Inc. 0.00% Add +6.3% 53,811 $1.2M
Pinnacle Associates Ltd. 0.02% Add +0.0% 51,945 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +17.2% 51,734 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -7.3% 51,556 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -52.5% 50,163 $1.1M
Thomas J. Herzfeld Advisors, Inc. 0.38% Reduce -1.3% 49,066 $1.1M
Ieq Capital, LLC 0.01% No change 47,381 $1.1M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -10.9% 46,795 $1.0M
Sanctuary Advisors, LLC 0.01% Add +0.0% 45,833 $1.0M
Fiera Capital Corp 0.00% New 44,345 $1.0M
Private Advisor Group, LLC 0.00% Add +0.3% 43,365 $984K
Oder Investment Management, LLC 0.75% Add +0.1% 43,182 $980K
Invesco Ltd. 0.00% Add +67.2% 41,568 $944K
Oppenheimer & Co. Inc. 0.01% Add +9.2% 41,401 $940K
Janney Montgomery Scott LLC 0.00% Add +42.5% 39,257 $891K
Wellspring Financial Advisors, LLC 0.06% Reduce -18.1% 38,090 $865K
Evolve Private Wealth, LLC 0.04% Add +0.4% 34,144 $775K
EP Wealth Advisors, LLC 0.00% Reduce -26.0% 32,304 $733K
Independent Advisor Alliance 0.01% New 31,901 $724K
HighTower Advisors, LLC 0.00% New 30,781 $699K
Private Trust Co. NA 0.06% No change 30,667 $696K
Jefferies Financial Group Inc. 0.01% Add +15.4% 30,560 $694K
Jane Street Group, LLC 0.00% Add +213.6% 28,916 $656K
Integrated Wealth Concepts LLC 0.01% Add +0.3% 28,410 $645K
Kestra Advisory Services, LLC 0.00% Reduce -27.9% 26,278 $597K
Andrew Hill Investment Advisors, Inc. 0.53% Reduce -1.1% 25,854 $587K
Integrity Wealth Partners, LLC 0.51% — 24,887 $565K
&partners 0.00% Add +20.0% 24,843 $563K
Encompass Wealth Advisors, LLC 0.19% No change 24,400 $554K
Closed-End Fund Advisors, Inc. 0.55% Reduce -4.1% 23,876 $542K
Wilmington Savings Fund Society, FSB 0.01% No change 23,472 $533K
Aviance Capital Partners, LLC 0.06% Add +92.6% 23,331 $530K
NewEdge Advisors, LLC 0.00% Add +0.2% 22,349 $507K
Cerity Partners LLC 0.00% Reduce -84.6% 22,051 $501K
Magnus Financial Group LLC 0.04% Add +0.1% 21,425 $486K
Advisory Services Network, LLC 0.01% Add +11.1% 20,590 $467K
Cwm, LLC 0.00% Add +2.5% 20,300 $461K
M&T Bank Corp 0.00% Reduce -37.9% 20,117 $456K
Successful Portfolios LLC 0.25% No change 20,032 $452K
Summit Trail Advisors, LLC 0.01% New 19,793 $449K
Avise Financial Cooperative, Inc. 0.37% Add +60.4% 19,649 $446K
Covenant Asset Management, LLC 0.09% No change 18,490 $420K
Integrated Capital Management, Inc. 0.28% Reduce -14.3% 18,321 $416K
AQR Capital Management 0.00% Reduce -7.7% 17,114 $388K
LexAurum Advisors, LLC 0.05% — 17,097 $388K
Icon Wealth Advisors, LLC 0.03% No change 16,825 $384K
Concurrent Investment Advisors, LLC 0.00% Reduce -4.7% 16,300 $370K
Avior Wealth Management, LLC 0.01% Add +2.5% 15,769 $358K
Ritter Daniher Financial Advisory LLC / DE 0.06% Add +0.4% 15,311 $348K
Blue Bell Private Wealth Management, LLC 0.05% No change 14,550 $330K
Two Sigma Securities, LLC 0.04% New 14,350 $326K
Northwestern Mutual Wealth Management Co. 0.00% No change 14,310 $325K
Susquehanna International Group, LLP 0.00% Reduce -22.6% 13,709 $311K
Cary Street Partners Financial LLC 0.01% No change 13,539 $307K

"% 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 144 holders