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。
2023 年第 1 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2023/3/31 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
- 117
- 較 2022 年第 4 季 0 家
- 持有股數
- 1,664 萬
- 較 2022 年第 4 季 +65.6 萬 (+4.1%)
- 總市值
- $3.62 億
- 較 2022 年第 4 季 +$2,216 萬 (+6.5%)
- 新進機構
- 12
- 另有 43 家加碼
- 清倉機構
- 12
- 另有 33 家減碼
另有 3 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,789,787 | $3,887 萬 | 0.00% | +170,937+10.6% | 加碼 |
| Bank of America Corp | 1,565,640 | $3,401 萬 | 0.00% | −119,090−7.1% | 減碼 |
| Rivernorth Capital Management, LLC | 1,477,691 | $3,210 萬 | 1.55% | +317,275+27.3% | 加碼 |
| Karpus Management, Inc. | 1,412,031 | $3,067 萬 | 0.96% | +164,513+13.2% | 加碼 |
| Mackay Shields LLC | 1,401,701 | $3,044 萬 | 0.84% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 1,059,334 | $2,301 萬 | 0.04% | +23,228+2.2% | 加碼 |
| UBS Group AG | 924,370 | $2,008 萬 | 0.01% | +10,061+1.1% | 加碼 |
| Stifel Financial Corp | 575,229 | $1,249 萬 | 0.02% | −30,696−5.1% | 減碼 |
| Narwhal Capital Management | 532,362 | $1,156 萬 | 1.45% | +372+0.1% | 加碼 |
| Rockefeller Capital Management L.P. | 503,547 | $1,094 萬 | 0.05% | −56,680−10.1% | 減碼 |
| WealthBridge Capital Management, LLC | 483,424 | $1,050 萬 | 4.18% | −5,612−1.1% | 減碼 |
| Van Eck Associates Corp | 368,513 | $800.4 萬 | 0.02% | +59,598+19.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 262,870 | $571.0 萬 | 0.35% | +52,032+24.7% | 加碼 |
| Walter & Keenan Financial Consulting Co | 221,994 | $482.2 萬 | 1.83% | +10,448+4.9% | 加碼 |
| Gill Capital Partners, LLC | 213,225 | $463.1 萬 | 2.07% | +20,981+10.9% | 加碼 |
| Veritable, L.P. | 191,302 | $415.5 萬 | 0.07% | −40,912−17.6% | 減碼 |
| LPL Financial LLC | 182,224 | $395.8 萬 | 0.00% | +27,335+17.6% | 加碼 |
| Raymond James & Associates | 170,236 | $369.8 萬 | 0.00% | +5,819+3.5% | 加碼 |
| Cerity Partners LLC | 141,950 | $308.3 萬 | 0.01% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 139,574 | $303.2 萬 | 0.43% | −12,882−8.4% | 減碼 |
| Merit Financial Group, LLC | 129,499 | $281.3 萬 | 0.10% | +40,329+45.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 128,624 | $279.4 萬 | 0.04% | −8,007−5.9% | 減碼 |
| Waterfront Wealth Inc. | 126,559 | $274.9 萬 | 0.90% | −2,071−1.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 119,031 | $258.5 萬 | 0.00% | +5,781+5.1% | 加碼 |
| XML Financial, LLC | 118,012 | $256.3 萬 | 0.31% | −67,849−36.5% | 減碼 |
| Jacobi Capital Management LLC | 106,403 | $231.1 萬 | 0.27% | +53,851+102.5% | 加碼 |
| Ameriprise Financial Inc | 95,359 | $207.1 萬 | 0.00% | +7,027+8.0% | 加碼 |
| Sentinel Trust Co Lba | 94,655 | $205.6 萬 | 0.29% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 84,991 | $184.6 萬 | 0.04% | +84,991 | 新進 |
| Janney Montgomery Scott LLC | 82,810 | $179.9 萬 | 0.01% | −3,651−4.2% | 減碼 |
| LexAurum Advisors, LLC | 80,259 | $174.3 萬 | 0.58% | −2,935−3.5% | 減碼 |
| Logan Stone Capital, LLC | 77,642 | $168.6 萬 | 0.67% | +15,180+24.3% | 加碼 |
| Royal Bank of Canada | 74,736 | $162.3 萬 | 0.00% | −3,058−3.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 73,376 | $159.4 萬 | 0.17% | +6,015+8.9% | 加碼 |
| Commonwealth Equity Services, LLC | 71,921 | $156.2 萬 | 0.00% | −2,844−3.8% | 減碼 |
| Arbor Capital Management Inc | 72,386 | $155.3 萬 | 1.26% | +1,647+2.3% | 加碼 |
| Advisory Services Network, LLC | 71,428 | $155.1 萬 | 0.04% | −24,938−25.9% | 減碼 |
| Baird Financial Group, Inc. | 64,497 | $140.1 萬 | 0.00% | +1,121+1.8% | 加碼 |
| Pinnacle Associates Ltd | 58,840 | $127.8 萬 | 0.03% | −140−0.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 55,405 | $120.3 萬 | 0.00% | −7,978−12.6% | 減碼 |
| Cohen & Steers, Inc. | 52,263 | $113.5 萬 | 0.00% | +52,263 | 新進 |
| Jefferies Financial Group Inc. | 51,913 | $112.8 萬 | 0.02% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 50,227 | $109.1 萬 | 0.23% | +1,683+3.5% | 加碼 |
| Anchor Investment Management, LLC | 48,600 | $105.6 萬 | 0.14% | −2,199−4.3% | 減碼 |
| Oder Investment Management, LLC | 45,787 | $99.4 萬 | 1.16% | +1,182+2.6% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 43,651 | $94.8 萬 | 0.03% | +18,076+70.7% | 加碼 |
| Private Advisor Group, LLC | 42,202 | $91.7 萬 | 0.01% | −2,717−6.0% | 減碼 |
| CWM, LLC | 34,194 | $74.3 萬 | 0.01% | +13,500+65.2% | 加碼 |
| Palo Alto Wealth Advisors, LLC | 33,620 | $73.2 萬 | 0.59% | −11,178−25.0% | 減碼 |
| Lido Advisors, LLC | 31,427 | $68.3 萬 | 0.01% | +10.0% | 加碼 |
| Breakwater Capital Group | 30,487 | $66.2 萬 | 0.28% | −5,638−15.6% | 減碼 |
| Advisor Group Holdings, Inc. | 29,929 | $64.9 萬 | 0.00% | −16,500−35.5% | 減碼 |
| Chicago Partners Investment Group LLC | 27,022 | $58.3 萬 | 0.03% | +126+0.5% | 加碼 |
| Susquehanna International Group, LLP | 25,714 | $55.9 萬 | 0.00% | +25,714 | 新進 |
| Encompass Wealth Advisors, LLC | 24,400 | $53.0 萬 | 0.18% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 23,820 | $51.7 萬 | 0.00% | +13,901+140.1% | 加碼 |
| Harvey Capital Management Inc | 23,100 | $50.2 萬 | 0.20% | −9,500−29.1% | 減碼 |
| Successful Portfolios LLC | 22,807 | $49.5 萬 | 0.31% | −1,000−4.2% | 減碼 |
| Covenant Asset Management, LLC | 21,860 | $47.5 萬 | 0.15% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 21,465 | $46.6 萬 | 0.00% | +30.0% | 加碼 |
| First Trust Advisors LP | 20,519 | $44.6 萬 | 0.00% | −1,011−4.7% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 20,425 | $44.4 萬 | 0.11% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 19,901 | $43.2 萬 | 0.01% | +15+0.1% | 加碼 |
| Transcend Wealth Collective, LLC | 19,258 | $41.8 萬 | 0.04% | +2,215+13.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,689 | $40.6 萬 | 0.03% | −392−2.1% | 減碼 |
| Raymond James Trust N.A. | 18,530 | $40.2 萬 | 0.01% | +18,530 | 新進 |
| Wealthcare Advisory Partners LLC | 18,430 | $40.0 萬 | 0.02% | −83−0.4% | 減碼 |
| Joel Isaacson & Co., LLC | 18,094 | $39.3 萬 | 0.03% | +3,094+20.6% | 加碼 |
| Envestnet Asset Management Inc | 17,038 | $37.0 萬 | 0.00% | +3,532+26.2% | 加碼 |
| Icon Wealth Partners, LLC | 16,825 | $36.5 萬 | 0.04% | +16,825 | 新進 |
| Tamar Securities, LLC | 16,470 | $35.8 萬 | 0.10% | −991−5.7% | 減碼 |
| Landscape Capital Management, L.L.C. | 16,231 | $35.3 萬 | 0.05% | −9,575−37.1% | 減碼 |
| Dakota Wealth Management | 15,800 | $34.3 萬 | 0.02% | +15,800 | 新進 |
| US Bancorp | 15,744 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 15,283 | $33.2 萬 | 0.00% | +15,283 | 新進 |
| Creative Planning | 14,674 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 14,502 | $31.5 萬 | 0.00% | +34+0.2% | 加碼 |
| Cetera Advisor Networks LLC | 13,798 | $30.0 萬 | 0.00% | +29+0.2% | 加碼 |
| Captrust Financial Advisors | 13,281 | $28.8 萬 | 0.00% | 00.0% | 不變 |
| Compass Financial Group, INC | 13,152 | $28.6 萬 | 0.09% | +30.0% | 加碼 |
| Horizon Kinetics Asset Management LLC | 12,950 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| Synovus Financial Corp | 12,290 | $26.7 萬 | 0.00% | +12,290 | 新進 |
| Laidlaw Wealth Management LLC | 11,520 | $25.0 萬 | 0.05% | 00.0% | 不變 |
| Magnus Financial Group LLC | 11,508 | $25.0 萬 | 0.04% | +1,303+12.8% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 11,000 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Strategic Wealth Designers | – | $23.8 萬 | 0.04% | – | – |
| Wedbush Securities Inc | 10,863 | $23.6 萬 | 0.01% | +16+0.1% | 加碼 |
| Western Wealth Management, LLC | 10,795 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 10,613 | $23.1 萬 | 0.03% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 10,605 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 10,464 | $22.7 萬 | 0.00% | −481−4.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 10,133 | $22.0 萬 | 0.01% | −541−5.1% | 減碼 |
| Virtu Financial LLC | 9,997 | $21.7 萬 | 0.02% | −2,080−17.2% | 減碼 |
| Alterity Financial Group, LLC | 9,730 | $20.7 萬 | 0.30% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 9,234 | $20.1 萬 | 0.20% | +9,234 | 新進 |
| Alan B. Lancz & Associates, Inc. | 7,800 | $16.9 萬 | 0.18% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 7,714 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 7,200 | $15.6 萬 | 0.02% | +1,500+26.3% | 加碼 |
| MRP Capital Investments, LLC | 7,000 | $15.2 萬 | 0.17% | +3,000+75.0% | 加碼 |
| Bessemer Group Inc | 6,108 | $13.3 萬 | 0.00% | 00.0% | 不變 |