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Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

BTT holding history

BlackRock Municipal 2030 Target Term Trust in every 13F filed by Encompass Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BTT overviewAll 13F holders of BTTFull Q2 2026 holdings

Shares (Q2 2026)
24,400
Value
$555.1K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BTT by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,400$555.1K0.2%00.0%UnchangedHolders
Q1 202624,400$553.9K0.2%00.0%UnchangedHolders
Q4 202524,400$556.8K0.2%00.0%UnchangedHolders
Q3 202524,400$548.0K0.2%00.0%UnchangedHolders
Q2 202524,400$534.1K0.2%00.0%UnchangedHolders
Q1 202524,400$518.0K0.2%00.0%UnchangedHolders
Q4 202424,400$502.4K0.2%00.0%UnchangedHolders
Q3 202424,400$527.5K0.1%00.0%UnchangedHolders
Q2 202424,400$506.8K0.1%00.0%UnchangedHolders
Q1 202424,400$513.9K0.1%00.0%UnchangedHolders
Q4 202324,400$507.5K0.2%00.0%UnchangedHolders
Q3 202324,400$473.6K0.2%00.0%UnchangedHolders
Q2 202324,400$507.0K0.2%00.0%UnchangedHolders
Q1 202324,400$530.0K0.2%00.0%UnchangedHolders
Q4 202224,400$519.5K0.2%00.0%UnchangedHolders
Q3 202224,400$501.0K0.2%00.0%UnchangedHolders
Q2 202224,400$540.0K0.2%00.0%UnchangedHolders
Q1 202224,400$577.0K0.1%00.0%UnchangedHolders
Q4 202124,400$633.0K0.2%00.0%UnchangedHolders
Q3 202124,400$622.0K0.2%00.0%UnchangedHolders
Q2 202124,400$640.0K0.2%00.0%UnchangedHolders
Q1 202124,400$633.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.