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。
2022 年第 1 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2022/3/31 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
- 110
- 較 2021 年第 4 季 −2 家
- 持有股數
- 1,366 萬
- 較 2021 年第 4 季 +6,582 (0.0%)
- 總市值
- $3.23 億
- 較 2021 年第 4 季 −$3,163 萬 (−8.9%)
- 新進機構
- 14
- 另有 37 家加碼
- 清倉機構
- 16
- 另有 33 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,787,193 | $4,223 萬 | 0.00% | +168,127+10.4% | 加碼 |
| Mackay Shields LLC | 1,495,247 | $3,533 萬 | 0.31% | −70,381−4.5% | 減碼 |
| Morgan Stanley | 1,406,816 | $3,324 萬 | 0.00% | +46,867+3.4% | 加碼 |
| UBS Group AG | 934,388 | $2,208 萬 | 0.01% | −86,180−8.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 808,717 | $1,911 萬 | 0.02% | +28,158+3.6% | 加碼 |
| Stifel Financial Corp | 605,424 | $1,431 萬 | 0.02% | +249,269+70.0% | 加碼 |
| Rockefeller Capital Management L.P. | 601,187 | $1,421 萬 | 0.07% | +13,167+2.2% | 加碼 |
| Narwhal Capital Management | 527,728 | $1,247 萬 | 1.46% | −6,087−1.1% | 減碼 |
| WealthBridge Capital Management, LLC | 464,203 | $1,097 萬 | 4.10% | +13,909+3.1% | 加碼 |
| Van Eck Associates Corp | 292,931 | $692.2 萬 | 0.01% | −114,666−28.1% | 減碼 |
| Wells Fargo & Company | 280,967 | $664.0 萬 | 0.00% | −19,425−6.5% | 減碼 |
| Raymond James & Associates | 244,492 | $577.7 萬 | 0.00% | +10,539+4.5% | 加碼 |
| Veritable, L.P. | 234,247 | $553.5 萬 | 0.09% | −2,757−1.2% | 減碼 |
| JPMorgan Chase & Co | 212,061 | $501.1 萬 | 0.00% | +69,270+48.5% | 加碼 |
| Walter & Keenan Financial Consulting Co | 194,849 | $460.4 萬 | 1.56% | +4,012+2.1% | 加碼 |
| Gill Capital Partners, LLC | 192,868 | $455.7 萬 | 2.00% | +2,546+1.3% | 加碼 |
| Amplius Wealth Advisors, LLC | 179,347 | $423.7 萬 | 0.65% | +1,379+0.8% | 加碼 |
| XML Financial, LLC | 178,085 | $420.8 萬 | 0.50% | −8,400−4.5% | 減碼 |
| Janney Montgomery Scott LLC | 148,337 | $350.5 萬 | 0.01% | +579+0.4% | 加碼 |
| Royal Bank of Canada | 129,954 | $307.0 萬 | 0.00% | −12,337−8.7% | 減碼 |
| Rivernorth Capital Management, LLC | 127,951 | $302.3 萬 | 0.11% | −211,882−62.3% | 減碼 |
| Geneva Partners, LLC | 120,881 | $285.6 萬 | 1.77% | +3,934+3.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 116,437 | $275.1 萬 | 0.01% | +3,370+3.0% | 加碼 |
| LPL Financial LLC | 100,938 | $238.5 萬 | 0.00% | +14,188+16.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 98,697 | $233.3 萬 | 0.00% | +87,918+815.6% | 加碼 |
| Ameriprise Financial Inc | 97,297 | $229.9 萬 | 0.00% | −861−0.9% | 減碼 |
| LexAurum Advisors, LLC | 92,013 | $217.4 萬 | 0.71% | −85−0.1% | 減碼 |
| Baird Financial Group, Inc. | 87,264 | $206.2 萬 | 0.01% | +1,336+1.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 82,421 | $194.8 萬 | 0.03% | +10,910+15.3% | 加碼 |
| Arbor Capital Management Inc | 80,379 | $188.2 萬 | 1.45% | −260−0.3% | 減碼 |
| Laidlaw Wealth Management LLC | 78,945 | $186.5 萬 | 0.31% | +400+0.5% | 加碼 |
| Lehman & Derafelo Financial Resources LLC | 73,161 | $173.3 萬 | 0.48% | −1,839−2.5% | 減碼 |
| Commonwealth Equity Services, LLC | 64,971 | $153.5 萬 | 0.00% | −6,624−9.3% | 減碼 |
| Advisory Services Network, LLC | 64,564 | $152.6 萬 | 0.04% | −26,967−29.5% | 減碼 |
| Waterfront Wealth Inc. | 61,802 | $141.6 萬 | 0.50% | −623−1.0% | 減碼 |
| Advisor Group Holdings, Inc. | 48,503 | $136.7 萬 | 0.00% | −4,109−7.8% | 減碼 |
| Sterling Investment Advisors, Ltd. | 57,175 | $135.1 萬 | 0.38% | −17,395−23.3% | 減碼 |
| Pinnacle Associates Ltd | 57,057 | $134.8 萬 | 0.02% | +140.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 56,419 | $133.3 萬 | 0.07% | +56,419 | 新進 |
| Millennium Management LLC | 54,555 | $128.9 萬 | 0.00% | +54,555 | 新進 |
| TrinityPoint Wealth, LLC | 52,733 | $124.6 萬 | 0.23% | +4,199+8.7% | 加碼 |
| Anchor Investment Management, LLC | 47,593 | $112.5 萬 | 0.14% | +10.0% | 加碼 |
| Private Advisor Group, LLC | 44,048 | $104.1 萬 | 0.01% | +559+1.3% | 加碼 |
| Jacobi Capital Management LLC | 40,155 | $94.9 萬 | 0.11% | +65+0.2% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 37,492 | $88.5 萬 | 0.98% | −300−0.8% | 減碼 |
| City of London Investment Management Co Ltd | 36,632 | $86.5 萬 | 0.05% | −58,589−61.5% | 減碼 |
| Oder Investment Management, LLC | 35,568 | $84.0 萬 | 0.95% | +6,957+24.3% | 加碼 |
| First Trust Advisors LP | 34,038 | $80.4 萬 | 0.00% | −947−2.7% | 減碼 |
| Harvey Capital Management Inc | 33,800 | $79.8 萬 | 0.25% | −1,200−3.4% | 減碼 |
| Transcend Wealth Collective, LLC | 32,899 | $77.7 萬 | 0.07% | −1,062−3.1% | 減碼 |
| Sentinel Trust Co Lba | 32,800 | $77.5 萬 | 0.09% | +10,000+43.9% | 加碼 |
| Dividend Assets Capital, LLC | 30,600 | $72.3 萬 | 0.14% | 00.0% | 不變 |
| Cliftonlarsonallen Wealth Advisors, LLC | 29,981 | $70.8 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 29,601 | $69.9 萬 | 0.00% | +20,744+234.2% | 加碼 |
| Kestra Advisory Services, LLC | 27,038 | $63.9 萬 | 0.01% | −17,118−38.8% | 減碼 |
| Chicago Partners Investment Group LLC | 28,572 | $63.8 萬 | 0.05% | +202+0.7% | 加碼 |
| Successful Portfolios LLC | 26,107 | $61.7 萬 | 0.35% | −200−0.8% | 減碼 |
| Encompass Wealth Advisors, LLC | 24,400 | $57.7 萬 | 0.15% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 22,050 | $52.1 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 21,054 | $49.8 萬 | 0.01% | −25,650−54.9% | 減碼 |
| Covenant Asset Management, LLC | 20,950 | $49.5 萬 | 0.15% | 00.0% | 不變 |
| Breiter Capital Management Inc | 20,800 | $49.2 萬 | 0.24% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 20,732 | $49.0 萬 | 0.03% | +29+0.1% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 20,175 | $47.7 萬 | 0.10% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 20,131 | $47.6 萬 | 0.00% | – | – |
| Integrated Wealth Concepts LLC | 19,809 | $46.8 萬 | 0.01% | +1,213+6.5% | 加碼 |
| Tamar Securities, LLC | 18,234 | $43.1 萬 | 0.12% | +80.0% | 加碼 |
| Icon Wealth Partners, LLC | 16,825 | $39.8 萬 | 0.04% | 00.0% | 不變 |
| Creative Planning | 16,249 | $38.4 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 15,354 | $36.3 萬 | 0.00% | −2,400−13.5% | 減碼 |
| Truist Financial Corp | 14,932 | $35.3 萬 | 0.00% | +7,158+92.1% | 加碼 |
| HighTower Advisors, LLC | 14,337 | $33.9 萬 | 0.00% | +32+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 13,835 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 13,824 | $32.7 萬 | 0.02% | +104+0.8% | 加碼 |
| Wedbush Securities Inc | 13,788 | $32.6 萬 | 0.01% | −919−6.2% | 減碼 |
| Cetera Investment Advisers | 12,700 | $30.0 萬 | 0.00% | −5,422−29.9% | 減碼 |
| First Horizon Advisors, Inc. | 12,660 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 12,400 | $29.3 萬 | 0.06% | +12,400 | 新進 |
| OTA Financial Group L.P. | 11,269 | $26.6 萬 | 0.17% | +11,269 | 新進 |
| Harbor Investment Advisory, LLC | 10,613 | $25.1 萬 | 0.03% | 00.0% | 不變 |
| Comerica Bank | 10,782 | $24.8 萬 | 0.00% | +10,782 | 新進 |
| Alan B. Lancz & Associates, Inc. | 10,400 | $24.6 萬 | 0.22% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 11,000 | $24.5 萬 | 0.01% | 00.0% | 不變 |
| Innova Wealth Partners | 10,000 | $23.6 萬 | 0.17% | +10,000 | 新進 |
| Schnieders Capital Management LLC | 9,585 | $22.6 萬 | 0.05% | −2,000−17.3% | 減碼 |
| Cetera Advisor Networks LLC | 9,282 | $21.9 萬 | 0.00% | +1,492+19.2% | 加碼 |
| Nations Financial Group Inc, | 9,000 | $21.3 萬 | 0.03% | +9,000 | 新進 |
| MML Investors Services, LLC | 8,607 | $20.3 萬 | 0.00% | −186−2.1% | 減碼 |
| HHM Wealth Advisors, LLC | 8,000 | $18.9 萬 | 0.04% | +2,000+33.3% | 加碼 |
| CWM, LLC | 7,694 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 6,108 | $14.4 萬 | 0.00% | −739−10.8% | 減碼 |
| Tortoise Investment Management, LLC | 5,700 | $13.5 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,540 | $10.6 萬 | 0.00% | +20+0.4% | 加碼 |
| American Portfolios Advisors | 3,200 | $7.56 萬 | 0.00% | 00.0% | 不變 |
| Covington Capital Management | 2,250 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,200 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 2,000 | $4.70 萬 | 0.00% | +2,000 | 新進 |
| Laurel Wealth Planning LLC | 1,600 | $3.80 萬 | 0.03% | −1,600−50.0% | 減碼 |
| Key Financial Inc | 1,166 | $2.80 萬 | 0.01% | +1,166 | 新進 |
| Koshinski Asset Management, Inc. | 1,000 | $2.36 萬 | 0.00% | 00.0% | 不變 |