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 4 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2021/12/31 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
- 115
- 較 2021 年第 3 季 +7 家
- 持有股數
- 1,372 萬
- 較 2021 年第 3 季 +42.6 萬 (+3.2%)
- 總市值
- $3.56 億
- 較 2021 年第 3 季 +$1,646 萬 (+4.8%)
- 新進機構
- 15
- 另有 43 家加碼
- 清倉機構
- 8
- 另有 23 家減碼
另有 2 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,619,066 | $4,198 萬 | 0.00% | +49,568+3.2% | 加碼 |
| Mackay Shields LLC | 1,565,628 | $4,060 萬 | 0.34% | −3,605−0.2% | 減碼 |
| Morgan Stanley | 1,359,949 | $3,526 萬 | 0.00% | +2,052+0.2% | 加碼 |
| UBS Group AG | 1,020,568 | $2,646 萬 | 0.01% | +26,046+2.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 780,559 | $2,024 萬 | 0.02% | +780,559 | 新進 |
| Rockefeller Capital Management L.P. | 588,020 | $1,525 萬 | 0.07% | +23,370+4.1% | 加碼 |
| Narwhal Capital Management | 533,815 | $1,384 萬 | 1.58% | +93,371+21.2% | 加碼 |
| WealthBridge Capital Management, LLC | 450,294 | $1,168 萬 | 4.36% | +3,554+0.8% | 加碼 |
| Van Eck Associates Corp | 407,597 | $1,057 萬 | 0.02% | +28,058+7.4% | 加碼 |
| Stifel Financial Corp | 356,155 | $923.5 萬 | 0.01% | +16,413+4.8% | 加碼 |
| Rivernorth Capital Management, LLC | 339,833 | $881.2 萬 | 0.36% | −12,523−3.6% | 減碼 |
| Wells Fargo & Company | 300,392 | $778.9 萬 | 0.00% | −775,514−72.1% | 減碼 |
| Veritable, L.P. | 237,004 | $614.6 萬 | 0.09% | −3,964−1.6% | 減碼 |
| Raymond James & Associates | 233,953 | $606.6 萬 | 0.00% | −567−0.2% | 減碼 |
| Walter & Keenan Financial Consulting Co | 190,837 | $494.8 萬 | 1.61% | −3,232−1.7% | 減碼 |
| Gill Capital Partners, LLC | 190,322 | $493.5 萬 | 2.18% | +4,485+2.4% | 加碼 |
| XML Financial, LLC | 186,485 | $483.6 萬 | 0.58% | −4,600−2.4% | 減碼 |
| Amplius Wealth Advisors, LLC | 177,968 | $461.4 萬 | 0.64% | +177,968 | 新進 |
| Miracle Mile Advisors, LLC | 169,986 | $440.8 萬 | 0.17% | −3,530−2.0% | 減碼 |
| Janney Montgomery Scott LLC | 147,758 | $383.1 萬 | 0.01% | −2,028−1.4% | 減碼 |
| JPMorgan Chase & Co | 142,791 | $370.3 萬 | 0.00% | +14,353+11.2% | 加碼 |
| Royal Bank of Canada | 142,291 | $368.9 萬 | 0.00% | +12,959+10.0% | 加碼 |
| Geneva Partners, LLC | 116,947 | $303.2 萬 | 1.51% | +10,937+10.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 113,067 | $293.2 萬 | 0.01% | +558+0.5% | 加碼 |
| Ameriprise Financial Inc | 98,158 | $254.5 萬 | 0.00% | −3,810−3.7% | 減碼 |
| City of London Investment Management Co Ltd | 95,221 | $247.0 萬 | 0.14% | +2,700+2.9% | 加碼 |
| LexAurum Advisors, LLC | 92,098 | $238.8 萬 | 0.78% | −1,528−1.6% | 減碼 |
| Advisory Services Network, LLC | 91,531 | $237.3 萬 | 0.07% | +63+0.1% | 加碼 |
| LPL Financial LLC | 86,750 | $224.9 萬 | 0.00% | +360+0.4% | 加碼 |
| Baird Financial Group, Inc. | 85,928 | $222.8 萬 | 0.01% | +169+0.2% | 加碼 |
| Arbor Capital Management Inc | 80,639 | $209.1 萬 | 1.48% | +80,639 | 新進 |
| Laidlaw Wealth Management LLC | 78,545 | $203.7 萬 | 0.33% | +7,655+10.8% | 加碼 |
| Lehman & Derafelo Financial Resources LLC | 75,000 | $194.5 萬 | 0.59% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 74,570 | $193.4 萬 | 0.54% | −3,597−4.6% | 減碼 |
| Commonwealth Equity Services, LLC | 71,595 | $185.6 萬 | 0.00% | +2,226+3.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 71,511 | $185.4 萬 | 0.03% | −2,735−3.7% | 減碼 |
| Waterfront Wealth Inc. | 62,425 | $161.9 萬 | 0.64% | +100.0% | 加碼 |
| Pinnacle Associates Ltd | 57,043 | $147.9 萬 | 0.03% | −1,227−2.1% | 減碼 |
| 6 Meridian | 54,145 | $140.4 萬 | 0.10% | +4,031+8.0% | 加碼 |
| Advisor Group Holdings, Inc. | 52,612 | $136.5 萬 | 0.00% | +3,158+6.4% | 加碼 |
| TrinityPoint Wealth, LLC | 48,534 | $125.8 萬 | 0.22% | +1,450+3.1% | 加碼 |
| Anchor Investment Management, LLC | 47,592 | $123.4 萬 | 0.15% | +20.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 46,704 | $121.1 萬 | 0.03% | +17,450+59.6% | 加碼 |
| Kestra Advisory Services, LLC | 44,156 | $114.5 萬 | 0.01% | +400+0.9% | 加碼 |
| Private Advisor Group, LLC | 43,489 | $112.8 萬 | 0.01% | +240+0.6% | 加碼 |
| Jacobi Capital Management LLC | 40,090 | $104.0 萬 | 0.12% | +124+0.3% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 37,792 | $97.9 萬 | 0.92% | +37,792 | 新進 |
| First Trust Advisors LP | 34,985 | $90.7 萬 | 0.00% | −21,407−38.0% | 減碼 |
| Harvey Capital Management Inc | 35,000 | $90.7 萬 | 0.28% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 33,961 | $88.1 萬 | 0.08% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 30,600 | $79.3 萬 | 0.15% | 00.0% | 不變 |
| Cliftonlarsonallen Wealth Advisors, LLC | 29,981 | $77.7 萬 | 0.03% | 00.0% | 不變 |
| Oder Investment Management, LLC | 28,611 | $74.2 萬 | 1.05% | +5,539+24.0% | 加碼 |
| Chicago Partners Investment Group LLC | 28,370 | $69.7 萬 | 0.05% | +184+0.7% | 加碼 |
| Successful Portfolios LLC | 26,307 | $68.2 萬 | 0.37% | −200−0.8% | 減碼 |
| Encompass Wealth Advisors, LLC | 24,400 | $63.3 萬 | 0.15% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 22,800 | $59.1 萬 | 0.07% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 22,050 | $57.2 萬 | 0.01% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 20,950 | $54.3 萬 | 0.15% | 00.0% | 不變 |
| Breiter Capital Management Inc | 20,800 | $53.9 萬 | 0.26% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 20,703 | $53.7 萬 | 0.03% | +57+0.3% | 加碼 |
| Thrivent Financial for Lutherans | – | $52.7 萬 | 0.00% | – | – |
| Summit Financial Wealth Advisors, LLC | 20,175 | $52.2 萬 | 0.10% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 18,825 | $48.8 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 18,596 | $48.2 萬 | 0.01% | +26+0.1% | 加碼 |
| Tamar Securities, LLC | 18,226 | $47.3 萬 | 0.14% | +80.0% | 加碼 |
| Cetera Investment Advisers | 18,122 | $47.0 萬 | 0.01% | +1,942+12.0% | 加碼 |
| US Bancorp | 17,754 | $46.0 萬 | 0.00% | −2,000−10.1% | 減碼 |
| Icon Wealth Partners, LLC | 16,825 | $43.6 萬 | 0.04% | 00.0% | 不變 |
| Creative Planning | 16,249 | $42.1 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 14,707 | $38.1 萬 | 0.02% | +1,553+11.8% | 加碼 |
| HighTower Advisors, LLC | 14,305 | $37.1 萬 | 0.00% | −7,938−35.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 13,835 | $35.9 萬 | 0.00% | +1,311+10.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 13,720 | $35.6 萬 | 0.02% | −102−0.7% | 減碼 |
| First Horizon Advisors, Inc. | 12,660 | $32.8 萬 | 0.01% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 11,585 | $30.0 萬 | 0.07% | 00.0% | 不變 |
| Alterity Financial Group, LLC | 11,385 | $29.5 萬 | 0.32% | +11,385 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 11,000 | $28.5 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 10,779 | $28.0 萬 | 0.00% | +1,246+13.1% | 加碼 |
| Harbor Investment Advisory, LLC | 10,613 | $27.5 萬 | 0.03% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 10,400 | $27.0 萬 | 0.24% | +10,400 | 新進 |
| Keybank National Association | 10,347 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 8,857 | $23.0 萬 | 0.00% | +618+7.5% | 加碼 |
| MML Investors Services, LLC | 8,793 | $22.8 萬 | 0.00% | +849+10.7% | 加碼 |
| Bramshill Investments, LLC | 8,514 | $22.1 萬 | 0.02% | −20−0.2% | 減碼 |
| First Foundation Advisors | 8,045 | $20.9 萬 | 0.01% | −68,654−89.5% | 減碼 |
| Parametric Portfolio Associates LLC | 8,062 | $20.9 萬 | 0.00% | −26,806−76.9% | 減碼 |
| GYL Financial Synergies, LLC | 7,990 | $20.7 萬 | 0.06% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 7,873 | $20.4 萬 | 0.01% | −23,712−75.1% | 減碼 |
| Truist Financial Corp | 7,774 | $20.2 萬 | 0.00% | +7,774 | 新進 |
| Cetera Advisor Networks LLC | 7,790 | $20.2 萬 | 0.00% | +7,790 | 新進 |
| CWM, LLC | 7,694 | $20.0 萬 | 0.00% | +7,694 | 新進 |
| Bessemer Group Inc | 6,847 | $17.7 萬 | 0.00% | +739+12.1% | 加碼 |
| HHM Wealth Advisors, LLC | 6,000 | $15.6 萬 | 0.04% | +2,000+50.0% | 加碼 |
| Snowden Capital Advisors LLC | 5,847 | $15.1 萬 | 0.01% | +5,847 | 新進 |
| Tortoise Investment Management, LLC | 5,700 | $14.8 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,520 | $11.7 萬 | 0.00% | +4,520 | 新進 |
| Evoke Wealth, LLC | 4,000 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 3,200 | $8.30 萬 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 3,200 | $8.20 萬 | 0.06% | +1,600+100.0% | 加碼 |