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 3 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2022/9/30 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
- 107
- 較 2022 年第 2 季 −5 家
- 持有股數
- 1,396 萬
- 較 2022 年第 2 季 +58.3 萬 (+4.4%)
- 總市值
- $2.87 億
- 較 2022 年第 2 季 −$935.4 萬 (−3.2%)
- 新進機構
- 14
- 另有 37 家加碼
- 清倉機構
- 19
- 另有 31 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,967,100 | $4,037 萬 | 0.01% | +119,676+6.5% | 加碼 |
| Morgan Stanley | 1,595,116 | $3,273 萬 | 0.00% | +58,942+3.8% | 加碼 |
| Mackay Shields LLC | 1,401,701 | $2,876 萬 | 0.73% | −93,546−6.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,008,985 | $2,070 萬 | 0.04% | +92,833+10.1% | 加碼 |
| UBS Group AG | 943,144 | $1,935 萬 | 0.01% | +54,578+6.1% | 加碼 |
| Stifel Financial Corp | 640,088 | $1,313 萬 | 0.02% | +2,379+0.4% | 加碼 |
| Rockefeller Capital Management L.P. | 589,872 | $1,210 萬 | 0.06% | −14,053−2.3% | 減碼 |
| WealthBridge Capital Management, LLC | 506,469 | $1,122 萬 | 4.79% | 00.0% | 不變 |
| Narwhal Capital Management | 533,308 | $1,094 萬 | 1.59% | +15,101+2.9% | 加碼 |
| Van Eck Associates Corp | 316,473 | $649.4 萬 | 0.02% | +62,762+24.7% | 加碼 |
| Veritable, L.P. | 248,026 | $508.9 萬 | 0.10% | +13,682+5.8% | 加碼 |
| Gill Capital Partners, LLC | 215,881 | $443.0 萬 | 2.32% | +23,013+11.9% | 加碼 |
| Walter & Keenan Financial Consulting Co | 214,217 | $439.6 萬 | 1.86% | +8,695+4.2% | 加碼 |
| Raymond James & Associates | 198,354 | $407.0 萬 | 0.00% | −3,141−1.6% | 減碼 |
| XML Financial, LLC | 182,261 | $374.0 萬 | 0.52% | +182,261 | 新進 |
| Amplius Wealth Advisors, LLC | 171,851 | $352.6 萬 | 0.63% | −3,304−1.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 166,115 | $340.9 萬 | 0.06% | +14,813+9.8% | 加碼 |
| LPL Financial LLC | 150,124 | $308.1 萬 | 0.00% | +32,185+27.3% | 加碼 |
| Rivernorth Capital Management, LLC | 143,428 | $294.3 萬 | 0.13% | +123,251+610.8% | 加碼 |
| Covington Capital Management | 141,950 | $291.3 萬 | 0.13% | 00.0% | 不變 |
| Geneva Partners, LLC | 126,406 | $259.4 萬 | 2.96% | +1,547+1.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 125,182 | $256.9 萬 | 0.17% | +20,266+19.3% | 加碼 |
| Waterfront Wealth Inc. | 119,853 | $243.8 萬 | 0.93% | +47,441+65.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 118,224 | $242.6 萬 | 0.01% | +6,561+5.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 106,654 | $218.8 萬 | 0.00% | +8,358+8.5% | 加碼 |
| Ameriprise Financial Inc | 90,319 | $185.4 萬 | 0.00% | +529+0.6% | 加碼 |
| Janney Montgomery Scott LLC | 85,711 | $175.9 萬 | 0.01% | −16,649−16.3% | 減碼 |
| LexAurum Advisors, LLC | 83,741 | $171.8 萬 | 0.66% | −5,866−6.5% | 減碼 |
| Commonwealth Equity Services, LLC | 82,896 | $170.1 萬 | 0.00% | +4,886+6.3% | 加碼 |
| Royal Bank of Canada | 81,638 | $167.5 萬 | 0.00% | −42,662−34.3% | 減碼 |
| Baird Financial Group, Inc. | 81,192 | $166.6 萬 | 0.00% | −1,245−1.5% | 減碼 |
| Arbor Capital Management Inc | 73,105 | $152.5 萬 | 1.37% | −5,904−7.5% | 減碼 |
| Advisory Services Network, LLC | 67,256 | $138.0 萬 | 0.05% | +5,156+8.3% | 加碼 |
| TrinityPoint Wealth, LLC | 50,292 | $103.2 萬 | 0.24% | −423−0.8% | 減碼 |
| Pinnacle Associates Ltd | 49,663 | $101.9 萬 | 0.02% | −7,409−13.0% | 減碼 |
| Anchor Investment Management, LLC | 49,597 | $101.8 萬 | 0.16% | +20.0% | 加碼 |
| Advisor Group Holdings, Inc. | 46,994 | $96.4 萬 | 0.00% | −1,051−2.2% | 減碼 |
| Sterling Investment Advisors, Ltd. | 45,700 | $93.8 萬 | 0.35% | 00.0% | 不變 |
| Lehman & Derafelo Financial Resources LLC | 45,000 | $92.6 萬 | 0.29% | −15,229−25.3% | 減碼 |
| Karpus Management, Inc. | 44,721 | $91.8 萬 | 0.03% | +44,721 | 新進 |
| Private Advisor Group, LLC | 44,617 | $91.6 萬 | 0.01% | −77−0.2% | 減碼 |
| Jacobi Capital Management LLC | 44,468 | $91.2 萬 | 0.12% | +108+0.2% | 加碼 |
| Jefferies Group LLC | 41,498 | $85.2 萬 | 0.02% | +25,050+152.3% | 加碼 |
| Oder Investment Management, LLC | 40,764 | $83.6 萬 | 0.98% | +3,975+10.8% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 37,692 | $77.3 萬 | 1.05% | +200+0.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 32,878 | $67.5 萬 | 0.09% | +20,605+167.9% | 加碼 |
| Harvey Capital Management Inc | 32,600 | $66.8 萬 | 0.29% | −1,200−3.6% | 減碼 |
| Cetera Investment Advisers | 32,184 | $66.0 萬 | 0.01% | −25,160−43.9% | 減碼 |
| Lido Advisors, LLC | 31,426 | $64.4 萬 | 0.01% | +31,426 | 新進 |
| Transcend Wealth Collective, LLC | 31,224 | $64.1 萬 | 0.07% | −1,675−5.1% | 減碼 |
| First Trust Advisors LP | 27,021 | $55.4 萬 | 0.00% | −5,437−16.8% | 減碼 |
| Chicago Partners Investment Group LLC | 26,706 | $55.1 萬 | 0.04% | −2,005−7.0% | 減碼 |
| Successful Portfolios LLC | 24,607 | $50.5 萬 | 0.37% | −1,300−5.0% | 減碼 |
| Encompass Wealth Advisors, LLC | 24,400 | $50.1 萬 | 0.19% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 24,405 | $50.0 萬 | 0.01% | +24,405 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 22,388 | $45.9 萬 | 0.00% | −1,311−5.5% | 減碼 |
| Western Wealth Management, LLC | 21,590 | $44.4 萬 | 0.03% | +21,590 | 新進 |
| Covenant Asset Management, LLC | 20,950 | $43.0 萬 | 0.17% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 20,131 | $42.0 萬 | 0.00% | 00.0% | 不變 |
| Summit Financial Wealth Advisors, LLC | 20,425 | $41.5 萬 | 0.12% | +250+1.2% | 加碼 |
| Integrated Wealth Concepts LLC | 19,854 | $40.7 萬 | 0.01% | +22+0.1% | 加碼 |
| Access Financial Services, Inc. | 19,659 | $40.3 萬 | 0.26% | −22,551−53.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,505 | $40.0 萬 | 0.03% | +19,505 | 新進 |
| Wealthcare Advisory Partners LLC | 18,470 | $37.9 萬 | 0.02% | −2,411−11.5% | 減碼 |
| Tamar Securities, LLC | 17,452 | $35.8 萬 | 0.11% | −291−1.6% | 減碼 |
| Icon Wealth Advisors, LLC | 16,825 | $34.5 萬 | 0.04% | +16,825 | 新進 |
| US Bancorp | 15,587 | $32.0 萬 | 0.00% | −15,430−49.7% | 減碼 |
| M&T Bank Corp | 15,000 | $30.8 萬 | 0.00% | +15,000 | 新進 |
| Joel Isaacson & Co., LLC | 15,000 | $30.8 萬 | 0.03% | +15,000 | 新進 |
| Kestra Advisory Services, LLC | 14,930 | $30.6 萬 | 0.00% | +610+4.3% | 加碼 |
| Creative Planning | 14,674 | $30.1 萬 | 0.00% | −1,575−9.7% | 減碼 |
| HighTower Advisors, LLC | 14,392 | $29.5 萬 | 0.00% | +30.0% | 加碼 |
| Sentinel Trust Co Lba | 13,400 | $27.5 萬 | 0.05% | −19,400−59.1% | 減碼 |
| Captrust Financial Advisors | 13,281 | $27.3 萬 | 0.00% | +13,281 | 新進 |
| Kestra Private Wealth Services, LLC | 13,165 | $27.0 萬 | 0.02% | +7+0.1% | 加碼 |
| Truist Financial Corp | 12,949 | $26.6 萬 | 0.00% | +8+0.1% | 加碼 |
| Horizon Kinetics Asset Management LLC | 12,950 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Magnus Financial Group LLC | 12,205 | $25.0 萬 | 0.05% | +12,205 | 新進 |
| Cetera Advisor Networks LLC | 11,549 | $23.7 萬 | 0.00% | +1,109+10.6% | 加碼 |
| Laidlaw Wealth Management LLC | 11,520 | $23.6 萬 | 0.06% | −67,425−85.4% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 11,000 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Strategic Wealth Designers | 10,935 | $22.4 萬 | 0.06% | +10,935 | 新進 |
| Alterity Financial Group, LLC | 10,757 | $22.1 萬 | 0.36% | −162−1.5% | 減碼 |
| Harbor Investment Advisory, LLC | 10,613 | $21.8 萬 | 0.04% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 10,556 | $21.7 萬 | 0.03% | +10,556 | 新進 |
| Comerica Bank | 10,610 | $21.5 萬 | 0.00% | −200−1.9% | 減碼 |
| Wedbush Securities Inc | 10,131 | $20.8 萬 | 0.01% | −1,695−14.3% | 減碼 |
| Innova Wealth Partners | 10,000 | $20.5 萬 | 0.19% | 00.0% | 不變 |
| Wells Fargo & Company | 10,001 | $20.5 萬 | 0.00% | +9,998+333,266.7% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 7,800 | $16.0 萬 | 0.19% | 00.0% | 不變 |
| CWM, LLC | 7,694 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| Bramshill Investments, LLC | 7,442 | $15.3 萬 | 0.02% | +3,000+67.5% | 加碼 |
| Bessemer Group Inc | 6,108 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 5,700 | $11.7 萬 | 0.02% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,607 | $9.50 萬 | 0.00% | +34+0.7% | 加碼 |
| JPMorgan Chase & Co | 2,288 | $4.70 萬 | 0.00% | +2,288 | 新進 |
| Montag A & Associates Inc | 2,200 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 1,600 | $3.30 萬 | 0.02% | 00.0% | 不變 |
| Key Financial Inc | 1,166 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 1,000 | $2.00 萬 | 0.01% | 00.0% | 不變 |