BlackRock Municipal 2030 Target Term Trust
BTT- 交易所
- NYSE
- SEC CIK
- 0001528437
近 90 天,BlackRock Municipal 2030 Target Term Trust 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 142 家機構在 13F 申報持有,市值合計 $5.75 億;沒有大師持有。
2021 年第 2 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 111
- 較 2021 年第 1 季 −3 家
- 持有股數
- 1,340 萬
- 較 2021 年第 1 季 −1.50 萬 (−0.1%)
- 總市值
- $3.52 億
- 較 2021 年第 1 季 +$1,269 萬 (+3.7%)
- 新進機構
- 6
- 另有 39 家加碼
- 清倉機構
- 9
- 另有 28 家減碼
另有 1 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 BTT 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 142 | $5.75 億 |
| 2026 年第 1 季 | 145 | $5.72 億 |
| 2025 年第 4 季 | 142 | $5.74 億 |
| 2025 年第 3 季 | 140 | $5.70 億 |
| 2025 年第 2 季 | 131 | $5.51 億 |
| 2025 年第 1 季 | 133 | $5.31 億 |
| 2024 年第 4 季 | 140 | $4.95 億 |
| 2024 年第 3 季 | 127 | $4.69 億 |
| 2024 年第 2 季 | 127 | $4.32 億 |
| 2024 年第 1 季 | 121 | $4.07 億 |
| 2023 年第 4 季 | 126 | $4.13 億 |
| 2023 年第 3 季 | 113 | $3.54 億 |
| 2023 年第 2 季 | 118 | $3.60 億 |
| 2023 年第 1 季 | 117 | $3.62 億 |
| 2022 年第 4 季 | 120 | $3.41 億 |
| 2022 年第 3 季 | 107 | $2.87 億 |
| 2022 年第 2 季 | 113 | $2.97 億 |
| 2022 年第 1 季 | 110 | $3.23 億 |
| 2021 年第 4 季 | 115 | $3.56 億 |
| 2021 年第 3 季 | 110 | $3.40 億 |
| 2021 年第 2 季 | 111 | $3.52 億 |
| 2021 年第 1 季 | 115 | $3.39 億 |
2021 年第 2 季持有機構
每家機構持有 BlackRock Municipal 2030 Target Term Trust 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mackay Shields LLC | 1,666,886 | $4,372 萬 | 0.41% | −41,008−2.4% | 減碼 |
| Bank of America Corp | 1,574,616 | $4,130 萬 | 0.00% | −4,278−0.3% | 減碼 |
| Morgan Stanley | 1,420,872 | $3,727 萬 | 0.00% | −33,658−2.3% | 減碼 |
| Wells Fargo & Company | 1,290,143 | $3,384 萬 | 0.01% | −106,156−7.6% | 減碼 |
| UBS Group AG | 1,233,311 | $3,235 萬 | 0.01% | −70,925−5.4% | 減碼 |
| Rockefeller Capital Management L.P. | 522,356 | $1,370 萬 | 0.08% | +65,992+14.5% | 加碼 |
| WealthBridge Capital Management, LLC | 437,880 | $1,149 萬 | 4.18% | +24,018+5.8% | 加碼 |
| Van Eck Associates Corp | 367,211 | $963.2 萬 | 0.02% | +60,321+19.7% | 加碼 |
| Stifel Financial Corp | 343,333 | $900.6 萬 | 0.01% | −16,823−4.7% | 減碼 |
| Narwhal Capital Management | 324,346 | $850.8 萬 | 1.08% | −8,337−2.5% | 減碼 |
| Rivernorth Capital Management, LLC | 302,030 | $792.2 萬 | 0.45% | +165,415+121.1% | 加碼 |
| Veritable, L.P. | 240,938 | $632.0 萬 | 0.10% | +300.0% | 加碼 |
| Miracle Mile Advisors, LLC | 195,427 | $512.6 萬 | 0.27% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 187,882 | $492.6 萬 | 1.70% | +1,061+0.6% | 加碼 |
| Gill Capital Partners, LLC | 162,241 | $425.6 萬 | 1.99% | +20,706+14.6% | 加碼 |
| Raymond James & Associates | 143,337 | $376.0 萬 | 0.00% | +4,186+3.0% | 加碼 |
| Royal Bank of Canada | 129,390 | $339.3 萬 | 0.00% | +15,894+14.0% | 加碼 |
| JPMorgan Chase & Co | 129,041 | $338.5 萬 | 0.00% | +7,474+6.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 114,830 | $301.2 萬 | 0.01% | −6,287−5.2% | 減碼 |
| Janney Montgomery Scott LLC | 112,531 | $295.2 萬 | 0.01% | +143+0.1% | 加碼 |
| Waterfront Wealth Inc. | 105,470 | $276.6 萬 | 1.31% | −396−0.4% | 減碼 |
| Geneva Partners, LLC | 94,043 | $246.7 萬 | 1.13% | +2,729+3.0% | 加碼 |
| First Foundation Advisors | 91,758 | $240.7 萬 | 0.09% | −16,006−14.9% | 減碼 |
| Advisory Services Network, LLC | 90,440 | $237.2 萬 | 0.07% | +942+1.1% | 加碼 |
| LPL Financial LLC | 89,203 | $234.0 萬 | 0.00% | +9,846+12.4% | 加碼 |
| Ameriprise Financial Inc | 89,028 | $233.5 萬 | 0.00% | +1,389+1.6% | 加碼 |
| Lehman & Derafelo Financial Resources LLC | 88,000 | $230.8 萬 | 0.63% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 87,965 | $230.7 萬 | 0.68% | −522−0.6% | 減碼 |
| Baird Financial Group, Inc. | 85,701 | $224.8 萬 | 0.01% | +5,319+6.6% | 加碼 |
| Sterling Investment Advisors, Ltd. | 75,783 | $198.8 萬 | 0.58% | −577−0.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 72,746 | $190.8 萬 | 0.03% | −16,456−18.4% | 減碼 |
| City of London Investment Management Co Ltd | 62,944 | $165.0 萬 | 0.09% | +9,862+18.6% | 加碼 |
| Laidlaw Wealth Management LLC | 62,700 | $164.5 萬 | 0.42% | +33,590+115.4% | 加碼 |
| 6 Meridian | 59,861 | $157.0 萬 | 0.12% | +59,861 | 新進 |
| Commonwealth Equity Services, LLC | 59,079 | $154.9 萬 | 0.00% | +271+0.5% | 加碼 |
| Pinnacle Associates Ltd | 58,373 | $153.1 萬 | 0.03% | −365−0.6% | 減碼 |
| Parametric Portfolio Associates LLC | 51,701 | $135.6 萬 | 0.00% | −1,833−3.4% | 減碼 |
| Advisor Group Holdings, Inc. | 50,574 | $132.6 萬 | 0.00% | +12,563+33.1% | 加碼 |
| First Trust Advisors LP | 47,881 | $125.6 萬 | 0.00% | +1,983+4.3% | 加碼 |
| Anchor Investment Management, LLC | 47,589 | $124.8 萬 | 0.17% | +20.0% | 加碼 |
| Summit Trail Advisors, LLC | 45,841 | $120.5 萬 | 0.11% | −193−0.4% | 減碼 |
| TrinityPoint Wealth, LLC | 45,253 | $118.7 萬 | 0.24% | +2,630+6.2% | 加碼 |
| Citigroup Inc | 44,799 | $117.5 萬 | 0.00% | −2,345−5.0% | 減碼 |
| Private Advisor Group, LLC | 42,975 | $112.7 萬 | 0.01% | −155−0.4% | 減碼 |
| Kestra Advisory Services, LLC | 42,326 | $111.0 萬 | 0.01% | +46+0.1% | 加碼 |
| Jacobi Capital Management LLC | 39,876 | $104.6 萬 | 0.14% | +91+0.2% | 加碼 |
| Transcend Wealth Collective, LLC | 34,591 | $90.6 萬 | 0.13% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 30,600 | $80.3 萬 | 0.16% | 00.0% | 不變 |
| Usca Ria LLC | 30,079 | $78.9 萬 | 0.05% | −5,000−14.3% | 減碼 |
| Cardan Capital Partners, LLC | 29,909 | $78.5 萬 | 0.09% | +216+0.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 29,254 | $76.7 萬 | 0.02% | +1,850+6.8% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 27,143 | $71.2 萬 | 0.03% | 00.0% | 不變 |
| Successful Portfolios LLC | 26,507 | $69.5 萬 | 0.42% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 25,769 | $67.6 萬 | 0.05% | +161+0.6% | 加碼 |
| Encompass Wealth Advisors, LLC | 24,400 | $64.0 萬 | 0.16% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 22,800 | $59.8 萬 | 0.09% | 00.0% | 不變 |
| Oder Investment Management, LLC | 22,456 | $58.9 萬 | 0.77% | +11,740+109.6% | 加碼 |
| HighTower Advisors, LLC | 22,214 | $58.3 萬 | 0.00% | +29+0.1% | 加碼 |
| Horizon Kinetics Asset Management LLC | 22,050 | $57.8 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 21,636 | $56.8 萬 | 0.00% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 20,950 | $55.0 萬 | 0.16% | 00.0% | 不變 |
| Breiter Capital Management Inc | 20,800 | $54.6 萬 | 0.29% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 20,628 | $54.1 萬 | 0.04% | +11+0.1% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 20,175 | $52.9 萬 | 0.12% | +1,225+6.5% | 加碼 |
| Thrivent Financial for Lutherans | – | $52.7 萬 | 0.00% | – | – |
| Tamar Securities, LLC | 18,210 | $47.8 萬 | 0.18% | +70.0% | 加碼 |
| Icon Wealth Partners, LLC | 16,825 | $44.1 萬 | 0.05% | 00.0% | 不變 |
| Cetera Investment Advisers | 16,680 | $43.8 萬 | 0.01% | −375−2.2% | 減碼 |
| Wolverine Asset Management LLC | 16,165 | $42.4 萬 | 0.00% | +15,488+2,287.7% | 加碼 |
| Ackerman Capital Advisors, LLC | 14,882 | $39.0 萬 | 0.09% | +14,882 | 新進 |
| Creative Planning | 14,249 | $37.4 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 14,115 | $37.0 萬 | 0.02% | +277+2.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 13,751 | $36.1 萬 | 0.02% | +60.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 13,481 | $35.4 萬 | 0.00% | −1,478−9.9% | 減碼 |
| First Horizon Advisors, Inc. | 12,660 | $33.2 萬 | 0.02% | −2,009−13.7% | 減碼 |
| Schnieders Capital Management LLC | 11,585 | $30.4 萬 | 0.08% | −180−1.5% | 減碼 |
| Envestnet Asset Management Inc | 11,163 | $29.3 萬 | 0.00% | +3,231+40.7% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 11,000 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 10,613 | $27.8 萬 | 0.04% | 00.0% | 不變 |
| Keybank National Association | 9,597 | $25.2 萬 | 0.00% | +9,597 | 新進 |
| MML Investors Services, LLC | 8,844 | $23.2 萬 | 0.00% | −61−0.7% | 減碼 |
| Franklin Resources Inc | 8,060 | $21.1 萬 | 0.00% | +8,060 | 新進 |
| GYL Financial Synergies, LLC | 7,990 | $21.0 萬 | 0.11% | 00.0% | 不變 |
| CWM, LLC | 7,694 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 7,415 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 6,779 | $17.8 萬 | 0.00% | +3,772+125.4% | 加碼 |
| Bessemer Group Inc | 6,365 | $16.7 萬 | 0.00% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 6,165 | $16.2 萬 | 0.03% | +6,165 | 新進 |
| Tortoise Investment Management, LLC | 5,700 | $15.0 萬 | 0.03% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 5,000 | $13.1 萬 | 0.08% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 5,000 | $13.1 萬 | 0.05% | +2,226+80.2% | 加碼 |
| Evoke Wealth, LLC | 4,000 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 3,200 | $8.39 萬 | 0.00% | −400−11.1% | 減碼 |
| Covington Capital Management | 2,250 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,200 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,139 | $5.60 萬 | 0.00% | −735−25.6% | 減碼 |
| Rockbridge Investment Management, LCC | 2,000 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 1,600 | $4.20 萬 | 0.04% | 00.0% | 不變 |
| City Holding Co | 1,511 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| Creative Financial Designs Inc | 1,500 | $3.90 萬 | 0.01% | 00.0% | 不變 |