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 4 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2022/12/31 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
- 120
- 較 2022 年第 3 季 +16 家
- 持有股數
- 1,605 萬
- 較 2022 年第 3 季 +231.0 萬 (+16.8%)
- 總市值
- $3.41 億
- 較 2022 年第 3 季 +$5,810 萬 (+20.6%)
- 新進機構
- 27
- 另有 34 家加碼
- 清倉機構
- 11
- 另有 37 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,684,730 | $3,587 萬 | 0.00% | −282,370−14.4% | 減碼 |
| Morgan Stanley | 1,618,850 | $3,447 萬 | 0.00% | +23,734+1.5% | 加碼 |
| Mackay Shields LLC | 1,401,701 | $2,984 萬 | 0.76% | 00.0% | 不變 |
| Karpus Management, Inc. | 1,247,518 | $2,656 萬 | 0.90% | +1,202,797+2,689.6% | 加碼 |
| Rivernorth Capital Management, LLC | 1,160,416 | $2,471 萬 | 1.11% | +1,016,988+709.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,036,106 | $2,206 萬 | 0.04% | +27,121+2.7% | 加碼 |
| UBS Group AG | 914,309 | $1,947 萬 | 0.01% | −28,835−3.1% | 減碼 |
| Stifel Financial Corp | 605,925 | $1,290 萬 | 0.02% | −34,163−5.3% | 減碼 |
| Rockefeller Capital Management L.P. | 560,227 | $1,193 萬 | 0.06% | −29,645−5.0% | 減碼 |
| Narwhal Capital Management | 531,990 | $1,133 萬 | 1.51% | −1,318−0.2% | 減碼 |
| WealthBridge Capital Management, LLC | 489,036 | $1,041 萬 | 4.35% | −17,433−3.4% | 減碼 |
| Van Eck Associates Corp | 308,915 | $657.7 萬 | 0.02% | −7,558−2.4% | 減碼 |
| Veritable, L.P. | 232,214 | $494.4 萬 | 0.09% | −15,812−6.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 211,546 | $450.4 萬 | 1.77% | −2,671−1.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 210,838 | $448.9 萬 | 0.28% | +85,656+68.4% | 加碼 |
| Gill Capital Partners, LLC | 192,244 | $409.3 萬 | 1.93% | −23,637−10.9% | 減碼 |
| XML Financial, LLC | 185,861 | $395.7 萬 | 0.50% | +3,600+2.0% | 加碼 |
| Raymond James & Associates | 164,417 | $350.0 萬 | 0.00% | −33,937−17.1% | 減碼 |
| LPL Financial LLC | 154,889 | $329.8 萬 | 0.00% | +4,765+3.2% | 加碼 |
| Amplius Wealth Advisors, LLC | 152,456 | $324.6 萬 | 0.52% | −19,395−11.3% | 減碼 |
| Cerity Partners LLC | 141,950 | $302.2 萬 | 0.02% | +141,950 | 新進 |
| Steward Partners Investment Advisory, LLC | 136,631 | $290.9 萬 | 0.05% | −29,484−17.7% | 減碼 |
| Waterfront Wealth Inc. | 128,630 | $284.4 萬 | 0.98% | +8,777+7.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 113,250 | $241.1 萬 | 0.00% | −4,974−4.2% | 減碼 |
| Advisory Services Network, LLC | 96,366 | $205.2 萬 | 0.06% | +29,110+43.3% | 加碼 |
| Sentinel Trust Co Lba | 94,655 | $201.5 萬 | 0.32% | +81,255+606.4% | 加碼 |
| Merit Financial Group, LLC | 89,170 | $189.8 萬 | 0.07% | +89,170 | 新進 |
| Ameriprise Financial Inc | 88,332 | $188.0 萬 | 0.00% | −1,987−2.2% | 減碼 |
| Janney Montgomery Scott LLC | 86,461 | $184.1 萬 | 0.01% | +750+0.9% | 加碼 |
| Weiss Asset Management LP | 83,983 | $178.8 萬 | 0.09% | +83,983 | 新進 |
| LexAurum Advisors, LLC | 83,194 | $177.1 萬 | 0.63% | −547−0.7% | 減碼 |
| Royal Bank of Canada | 77,794 | $165.7 萬 | 0.00% | −3,844−4.7% | 減碼 |
| Commonwealth Equity Services, LLC | 74,765 | $159.1 萬 | 0.00% | −8,131−9.8% | 減碼 |
| Arbor Capital Management Inc | 70,739 | $152.0 萬 | 1.35% | −2,366−3.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 67,361 | $143.4 萬 | 0.18% | +34,483+104.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 63,383 | $134.9 萬 | 0.00% | −43,271−40.6% | 減碼 |
| Baird Financial Group, Inc. | 63,376 | $134.9 萬 | 0.00% | −17,816−21.9% | 減碼 |
| Logan Stone Capital, LLC | 62,462 | $133.0 萬 | 0.50% | +62,462 | 新進 |
| Pinnacle Associates Ltd | 58,980 | $125.6 萬 | 0.03% | +9,317+18.8% | 加碼 |
| Jacobi Capital Management LLC | 52,552 | $111.9 萬 | 0.14% | +8,084+18.2% | 加碼 |
| Jefferies Financial Group Inc. | 51,913 | $110.5 萬 | 0.02% | +51,913 | 新進 |
| Anchor Investment Management, LLC | 50,799 | $108.2 萬 | 0.16% | +1,202+2.4% | 加碼 |
| TrinityPoint Wealth, LLC | 48,544 | $103.4 萬 | 0.24% | −1,748−3.5% | 減碼 |
| Advisor Group Holdings, Inc. | 46,429 | $98.9 萬 | 0.00% | −565−1.2% | 減碼 |
| M&T Bank Corp | 45,600 | $97.1 萬 | 0.00% | +30,600+204.0% | 加碼 |
| Palo Alto Wealth Advisors, LLC | 44,798 | $95.4 萬 | 0.81% | +44,798 | 新進 |
| Oder Investment Management, LLC | 44,605 | $95.0 萬 | 1.18% | +3,841+9.4% | 加碼 |
| Lehman & Derafelo Financial Resources LLC | 40,304 | $85.8 萬 | 0.25% | −4,696−10.4% | 減碼 |
| Breakwater Capital Group | 36,125 | $76.9 萬 | 0.40% | +36,125 | 新進 |
| Harvey Capital Management Inc | 32,600 | $69.4 萬 | 0.29% | 00.0% | 不變 |
| Lido Advisors, LLC | 31,426 | $66.9 萬 | 0.01% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 26,896 | $59.4 萬 | 0.04% | +190+0.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 25,806 | $54.9 萬 | 0.08% | +15,250+144.5% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,575 | $54.4 萬 | 0.02% | +25,575 | 新進 |
| Encompass Wealth Advisors, LLC | 24,400 | $51.9 萬 | 0.19% | 00.0% | 不變 |
| Successful Portfolios LLC | 23,807 | $50.7 萬 | 0.33% | −800−3.3% | 減碼 |
| Covenant Asset Management, LLC | 21,860 | $46.5 萬 | 0.17% | +910+4.3% | 加碼 |
| First Trust Advisors LP | 21,530 | $45.8 萬 | 0.00% | −5,491−20.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 21,462 | $45.7 萬 | 0.00% | −926−4.1% | 減碼 |
| CWM, LLC | 20,694 | $44.1 萬 | 0.00% | +13,000+169.0% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 20,425 | $43.5 萬 | 0.10% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 19,886 | $42.3 萬 | 0.01% | +32+0.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,081 | $40.6 萬 | 0.03% | −424−2.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 18,513 | $39.4 萬 | 0.02% | +43+0.2% | 加碼 |
| Tamar Securities, LLC | 17,461 | $37.2 萬 | 0.12% | +9+0.1% | 加碼 |
| Transcend Wealth Collective, LLC | 17,043 | $36.3 萬 | 0.04% | −14,181−45.4% | 減碼 |
| Icon Wealth Advisors, LLC | 16,825 | $35.8 萬 | 0.04% | 00.0% | 不變 |
| US Bancorp | 15,744 | $33.5 萬 | 0.00% | +157+1.0% | 加碼 |
| Access Financial Services, Inc. | 15,076 | $32.1 萬 | 0.20% | −4,583−23.3% | 減碼 |
| Joel Isaacson & Co., LLC | 15,000 | $31.9 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 14,674 | $31.2 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 14,468 | $30.8 萬 | 0.00% | +76+0.5% | 加碼 |
| Cetera Advisor Networks LLC | 13,769 | $29.3 萬 | 0.00% | +2,220+19.2% | 加碼 |
| Envestnet Asset Management Inc | 13,506 | $28.8 萬 | 0.00% | +13,506 | 新進 |
| Captrust Financial Advisors | 13,281 | $28.3 萬 | 0.00% | 00.0% | 不變 |
| Compass Financial Group, INC | 13,149 | $28.0 萬 | 0.10% | +13,149 | 新進 |
| Horizon Kinetics Asset Management LLC | 12,950 | $27.6 萬 | 0.00% | 00.0% | 不變 |
| CNH Partners LLC | 12,160 | $25.9 萬 | 0.01% | +12,160 | 新進 |
| Virtu Financial LLC | 12,077 | $25.7 萬 | 0.03% | +12,077 | 新進 |
| Per Stirling Capital Management, LLC. | 11,554 | $24.6 萬 | 0.04% | +11,554 | 新進 |
| Laidlaw Wealth Management LLC | 11,520 | $24.5 萬 | 0.05% | 00.0% | 不變 |
| Strategic Wealth Designers | 10,959 | $24.4 萬 | 0.06% | +24+0.2% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 11,000 | $23.4 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 10,945 | $23.3 萬 | 0.00% | +10,945 | 新進 |
| Wedbush Securities Inc | 10,847 | $23.1 萬 | 0.01% | +716+7.1% | 加碼 |
| Western Wealth Management, LLC | 10,795 | $23.0 萬 | 0.02% | −10,795−50.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 10,674 | $22.7 萬 | 0.01% | −2,491−18.9% | 減碼 |
| Harbor Investment Advisory, LLC | 10,613 | $22.6 萬 | 0.04% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 10,605 | $22.6 萬 | 0.01% | +10,605 | 新進 |
| Magnus Financial Group LLC | 10,205 | $21.7 萬 | 0.04% | −2,000−16.4% | 減碼 |
| Wells Fargo & Company | 10,003 | $21.3 萬 | 0.00% | +20.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,919 | $21.1 萬 | 0.00% | +9,614+3,152.1% | 加碼 |
| Alterity Financial Group, LLC | 9,730 | $20.7 萬 | 0.34% | −1,027−9.5% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 7,800 | $17.1 萬 | 0.17% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 7,714 | $16.4 萬 | 0.01% | +7,714 | 新進 |
| Bramshill Investments, LLC | 6,777 | $14.4 萬 | 0.02% | −665−8.9% | 減碼 |
| Bessemer Group Inc | 6,108 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 5,700 | $12.1 萬 | 0.02% | 00.0% | 不變 |
| Colonial Trust Co | 5,000 | $10.6 萬 | 0.03% | +5,000 | 新進 |
| Parallel Advisors, LLC | 4,655 | $9.91 萬 | 0.00% | +48+1.0% | 加碼 |