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 2 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2023/6/30 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
- 118
- 較 2023 年第 1 季 +1 家
- 持有股數
- 1,732 萬
- 較 2023 年第 1 季 +67.3 萬 (+4.0%)
- 總市值
- $3.60 億
- 較 2023 年第 1 季 −$182.0 萬 (−0.5%)
- 新進機構
- 14
- 另有 33 家加碼
- 清倉機構
- 13
- 另有 42 家減碼
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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,024,579 | $4,207 萬 | 0.00% | +234,792+13.1% | 加碼 |
| Rivernorth Capital Management, LLC | 1,850,435 | $3,845 萬 | 1.92% | +372,744+25.2% | 加碼 |
| Karpus Management, Inc. | 1,533,074 | $3,186 萬 | 1.00% | +121,043+8.6% | 加碼 |
| Bank of America Corp | 1,407,064 | $2,924 萬 | 0.00% | −158,576−10.1% | 減碼 |
| Mackay Shields LLC | 1,401,701 | $2,913 萬 | 0.81% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 1,059,334 | $2,201 萬 | 0.04% | 00.0% | 不變 |
| UBS Group AG | 912,876 | $1,897 萬 | 0.01% | −11,494−1.2% | 減碼 |
| Stifel Financial Corp | 561,705 | $1,167 萬 | 0.02% | −13,524−2.4% | 減碼 |
| Narwhal Capital Management | 526,445 | $1,094 萬 | 1.29% | −5,917−1.1% | 減碼 |
| Rockefeller Capital Management L.P. | 484,806 | $1,007 萬 | 0.04% | −18,741−3.7% | 減碼 |
| WealthBridge Capital Management, LLC | 448,870 | $932.8 萬 | 3.73% | −34,554−7.1% | 減碼 |
| Van Eck Associates Corp | 377,910 | $785.3 萬 | 0.02% | +9,397+2.5% | 加碼 |
| Merit Financial Group, LLC | 329,323 | $684.3 萬 | 0.22% | +199,824+154.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 284,799 | $591.8 萬 | 0.35% | +21,929+8.3% | 加碼 |
| Veritable, L.P. | 232,375 | $482.9 萬 | 0.08% | +41,073+21.5% | 加碼 |
| Walter & Keenan Financial Consulting Co | 209,534 | $435.4 萬 | 1.60% | −12,460−5.6% | 減碼 |
| Gill Capital Partners, LLC | 204,031 | $424.0 萬 | 1.78% | −9,194−4.3% | 減碼 |
| Raymond James & Associates | 182,076 | $378.4 萬 | 0.00% | +11,840+7.0% | 加碼 |
| LPL Financial LLC | 180,871 | $375.8 萬 | 0.00% | −1,353−0.7% | 減碼 |
| Amplius Wealth Advisors, LLC | 163,728 | $340.2 萬 | 0.46% | +24,154+17.3% | 加碼 |
| Cerity Partners LLC | 141,950 | $295.0 萬 | 0.01% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 141,555 | $294.2 萬 | 0.40% | +46,900+49.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 130,010 | $270.2 萬 | 0.04% | +1,386+1.1% | 加碼 |
| Jacobi Capital Management LLC | 127,420 | $264.8 萬 | 0.30% | +21,017+19.8% | 加碼 |
| Waterfront Wealth Inc. | 124,475 | $262.5 萬 | 0.78% | −2,084−1.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 103,872 | $215.8 萬 | 0.00% | −15,159−12.7% | 減碼 |
| Ameriprise Financial Inc | 95,362 | $198.2 萬 | 0.00% | +30.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 82,906 | $172.3 萬 | 0.04% | −2,085−2.5% | 減碼 |
| LexAurum Advisors, LLC | 80,319 | $166.9 萬 | 0.50% | +60+0.1% | 加碼 |
| Cohen & Steers, Inc. | 74,595 | $155.0 萬 | 0.00% | +22,332+42.7% | 加碼 |
| Arbor Capital Management Inc | 71,793 | $150.0 萬 | 1.17% | −593−0.8% | 減碼 |
| Royal Bank of Canada | 69,921 | $145.3 萬 | 0.00% | −4,815−6.4% | 減碼 |
| Commonwealth Equity Services, LLC | 69,062 | $143.5 萬 | 0.00% | −2,859−4.0% | 減碼 |
| Advisory Services Network, LLC | 66,694 | $138.6 萬 | 0.04% | −4,734−6.6% | 減碼 |
| Janney Montgomery Scott LLC | 63,894 | $132.8 萬 | 0.00% | −18,916−22.8% | 減碼 |
| Baird Financial Group, Inc. | 63,782 | $132.5 萬 | 0.00% | −715−1.1% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 62,241 | $129.3 萬 | 0.04% | +18,590+42.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 61,944 | $128.7 萬 | 0.00% | +6,539+11.8% | 加碼 |
| Pinnacle Associates Ltd | 60,271 | $125.2 萬 | 0.02% | +1,431+2.4% | 加碼 |
| Jefferies Financial Group Inc. | 51,913 | $107.9 萬 | 0.02% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 48,602 | $101.0 萬 | 0.13% | +20.0% | 加碼 |
| Advisors Asset Management, Inc. | 48,108 | $100.0 萬 | 0.02% | +48,108 | 新進 |
| Bank of New York Mellon Corp | 44,480 | $92.4 萬 | 0.00% | +44,480 | 新進 |
| Oder Investment Management, LLC | 44,455 | $92.4 萬 | 1.01% | −1,332−2.9% | 減碼 |
| Private Advisor Group, LLC | 42,398 | $88.1 萬 | 0.01% | +196+0.5% | 加碼 |
| 1607 Capital Partners, LLC | 41,343 | $85.9 萬 | 0.06% | +41,343 | 新進 |
| TrinityPoint Wealth, LLC | 40,999 | $85.2 萬 | 0.17% | −9,228−18.4% | 減碼 |
| Palo Alto Wealth Advisors, LLC | 31,780 | $66.2 萬 | 0.53% | −1,840−5.5% | 減碼 |
| CWM, LLC | 30,694 | $63.8 萬 | 0.00% | −3,500−10.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 27,573 | $57.3 萬 | 0.08% | +11,342+69.9% | 加碼 |
| Advisor Group Holdings, Inc. | 26,832 | $55.8 萬 | 0.00% | −3,097−10.3% | 減碼 |
| Millennium Management LLC | 26,284 | $54.6 萬 | 0.00% | +26,284 | 新進 |
| Encompass Wealth Advisors, LLC | 24,400 | $50.7 萬 | 0.16% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 23,473 | $48.9 萬 | 0.03% | −3,549−13.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 23,515 | $48.9 萬 | 0.00% | −305−1.3% | 減碼 |
| Successful Portfolios LLC | 22,607 | $47.0 萬 | 0.40% | −200−0.9% | 減碼 |
| Guggenheim Capital LLC | 22,129 | $46.0 萬 | 0.00% | +6,846+44.8% | 加碼 |
| Covenant Asset Management, LLC | 21,860 | $45.4 萬 | 0.13% | 00.0% | 不變 |
| Summit Financial Wealth Advisors, LLC | 20,675 | $43.0 萬 | 0.10% | +250+1.2% | 加碼 |
| Susquehanna International Group, LLP | 20,598 | $42.8 萬 | 0.00% | −5,116−19.9% | 減碼 |
| Integrated Wealth Concepts LLC | 19,923 | $41.4 萬 | 0.01% | +22+0.1% | 加碼 |
| Harvey Capital Management Inc | 19,600 | $40.7 萬 | 0.15% | −3,500−15.2% | 減碼 |
| Raymond James Trust N.A. | 19,448 | $40.4 萬 | 0.01% | +918+5.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,656 | $38.8 萬 | 0.03% | −33−0.2% | 減碼 |
| Magnus Financial Group LLC | 18,518 | $38.5 萬 | 0.05% | +7,010+60.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 18,459 | $38.4 萬 | 0.02% | +29+0.2% | 加碼 |
| Joel Isaacson & Co., LLC | 18,094 | $37.6 萬 | 0.03% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 17,908 | $37.2 萬 | 0.04% | −1,350−7.0% | 減碼 |
| First Trust Advisors LP | 17,405 | $36.2 萬 | 0.00% | −3,114−15.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 17,367 | $36.1 萬 | 0.00% | −4,098−19.1% | 減碼 |
| CNH Partners LLC | 17,256 | $35.9 萬 | 0.02% | +17,256 | 新進 |
| Cresset Asset Management, LLC | 16,800 | $35.0 萬 | 0.00% | +16,800 | 新進 |
| Icon Wealth Partners, LLC | 16,825 | $35.0 萬 | 0.04% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 16,685 | $34.7 萬 | 0.01% | +16,685 | 新進 |
| Tamar Securities, LLC | 16,479 | $34.2 萬 | 0.08% | +9+0.1% | 加碼 |
| Envestnet Asset Management Inc | 15,751 | $32.7 萬 | 0.00% | −1,287−7.6% | 減碼 |
| US Bancorp | 14,779 | $30.7 萬 | 0.00% | −965−6.1% | 減碼 |
| Creative Planning | 14,674 | $30.5 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 13,533 | $28.1 萬 | 0.00% | +13,533 | 新進 |
| Captrust Financial Advisors | 13,281 | $27.6 萬 | 0.00% | 00.0% | 不變 |
| Compass Financial Group, INC | 13,154 | $27.3 萬 | 0.08% | +20.0% | 加碼 |
| Dakota Wealth Management | 13,000 | $27.0 萬 | 0.01% | −2,800−17.7% | 減碼 |
| Horizon Kinetics Asset Management LLC | 12,950 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 12,370 | $25.7 萬 | 0.00% | −1,428−10.3% | 減碼 |
| Synovus Financial Corp | 12,290 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 11,520 | $23.9 萬 | 0.05% | 00.0% | 不變 |
| XML Financial, LLC | 11,033 | $22.9 萬 | 0.03% | −106,979−90.7% | 減碼 |
| Strategic Wealth Designers | 10,959 | $22.8 萬 | 0.04% | – | – |
| Stratos Wealth Partners, LTD. | 10,905 | $22.7 萬 | 0.01% | +300+2.8% | 加碼 |
| Western Wealth Management, LLC | 10,795 | $22.4 萬 | 0.02% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 10,613 | $22.1 萬 | 0.03% | 00.0% | 不變 |
| HighTower Advisors, LLC | 10,288 | $21.4 萬 | 0.00% | −4,214−29.1% | 減碼 |
| Equitable Holdings, Inc. | 9,805 | $20.4 萬 | 0.00% | −659−6.3% | 減碼 |
| Melfa Wealth Management, LLC | 9,734 | $20.2 萬 | 0.21% | +500+5.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 7,714 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 7,200 | $15.0 萬 | 0.02% | 00.0% | 不變 |
| MRP Capital Investments, LLC | 7,000 | $14.5 萬 | 0.14% | 00.0% | 不變 |
| Bessemer Group Inc | 6,108 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 5,000 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | 4,832 | $10.0 萬 | 0.00% | 00.0% | 不變 |