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 4 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2023/12/31 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
- 126
- 較 2023 年第 3 季 +15 家
- 持有股數
- 1,983 萬
- 較 2023 年第 3 季 +179.3 萬 (+9.9%)
- 總市值
- $4.13 億
- 較 2023 年第 3 季 +$6,306 萬 (+18.0%)
- 新進機構
- 26
- 另有 36 家加碼
- 清倉機構
- 11
- 另有 44 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 2,512,207 | $5,225 萬 | 1.59% | +623,183+33.0% | 加碼 |
| Rivernorth Capital Management, LLC | 2,144,777 | $4,461 萬 | 2.14% | −16,650−0.8% | 減碼 |
| Morgan Stanley | 1,539,573 | $3,202 萬 | 0.00% | −233,800−13.2% | 減碼 |
| Mackay Shields LLC | 1,401,701 | $2,916 萬 | 0.85% | 00.0% | 不變 |
| Bank of America Corp | 1,162,998 | $2,419 萬 | 0.00% | −182,895−13.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,109,028 | $2,307 萬 | 0.04% | +49,694+4.7% | 加碼 |
| UBS Group AG | 775,209 | $1,612 萬 | 0.01% | −88,257−10.2% | 減碼 |
| Logan Stone Capital, LLC | 629,759 | $1,310 萬 | 2.65% | +586,085+1,342.0% | 加碼 |
| Narwhal Capital Management | 533,223 | $1,109 萬 | 1.21% | −12,122−2.2% | 減碼 |
| Merit Financial Group, LLC | 522,468 | $1,087 萬 | 0.33% | −9,487−1.8% | 減碼 |
| Van Eck Associates Corp | 519,693 | $1,081 萬 | 0.02% | +63,730+14.0% | 加碼 |
| Rockefeller Capital Management L.P. | 513,979 | $1,069 萬 | 0.04% | +9,545+1.9% | 加碼 |
| Stifel Financial Corp | 485,447 | $1,010 萬 | 0.01% | −46,733−8.8% | 減碼 |
| WealthBridge Capital Management, LLC | 318,999 | $663.5 萬 | 2.49% | −62,721−16.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 282,585 | $587.8 萬 | 0.34% | −3,268−1.1% | 減碼 |
| 1607 Capital Partners, LLC | 273,728 | $569.4 萬 | 0.40% | +201,753+280.3% | 加碼 |
| Sentinel Trust Co Lba | 242,735 | $504.9 萬 | 0.66% | +75,680+45.3% | 加碼 |
| CNH Partners LLC | 233,029 | $484.7 萬 | 0.20% | +35,474+18.0% | 加碼 |
| Cerity Partners LLC | 228,075 | $474.4 萬 | 0.02% | +32,269+16.5% | 加碼 |
| Pathstone Holdings, LLC | 205,510 | $427.5 萬 | 0.02% | +205,510 | 新進 |
| Walter & Keenan Financial Consulting Co | 197,267 | $410.3 萬 | 1.47% | −3,913−1.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 188,854 | $392.8 萬 | 0.35% | +148,406+366.9% | 加碼 |
| City of London Investment Management Co Ltd | 186,254 | $387.4 萬 | 0.32% | +186,254 | 新進 |
| LPL Financial LLC | 181,925 | $378.4 萬 | 0.00% | −16,505−8.3% | 減碼 |
| Jacobi Capital Management LLC | 163,023 | $339.1 萬 | 0.35% | +1,036+0.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 156,355 | $325.2 萬 | 0.04% | +24,705+18.8% | 加碼 |
| Amplius Wealth Advisors, LLC | 136,367 | $283.6 萬 | 0.34% | −13,311−8.9% | 減碼 |
| Waterfront Wealth Inc. | 118,892 | $247.3 萬 | 0.73% | −4,287−3.5% | 減碼 |
| Raymond James & Associates | 116,289 | $241.9 萬 | 0.00% | −46,592−28.6% | 減碼 |
| Advisors Asset Management, Inc. | 115,947 | $241.2 萬 | 0.05% | +44,925+63.3% | 加碼 |
| Royal Bank of Canada | 103,426 | $215.1 萬 | 0.00% | +16,491+19.0% | 加碼 |
| Ameriprise Financial Inc | 102,669 | $213.6 萬 | 0.00% | +9,613+10.3% | 加碼 |
| Gill Capital Partners, LLC | 88,342 | $183.8 萬 | 0.77% | −117,606−57.1% | 減碼 |
| Almitas Capital LLC | 87,115 | $181.2 萬 | 0.62% | +53,715+160.8% | 加碼 |
| Gridiron Partners, LLC | 75,855 | $157.8 萬 | 1.11% | +75,855 | 新進 |
| LexAurum Advisors, LLC | 74,958 | $155.9 萬 | 0.41% | −3,895−4.9% | 減碼 |
| Eldridge Investment Advisors, Inc. | 70,916 | $147.5 萬 | 0.39% | +70,916 | 新進 |
| Relative Value Partners Group, LLC | 68,282 | $142.0 萬 | 0.09% | +68,282 | 新進 |
| Baird Financial Group, Inc. | 63,505 | $132.1 萬 | 0.00% | −1,870−2.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 59,713 | $124.2 萬 | 0.00% | +2,604+4.6% | 加碼 |
| Advisory Services Network, LLC | 59,563 | $123.9 萬 | 0.03% | −166−0.3% | 減碼 |
| Hara Capital LLC | 59,509 | $123.8 萬 | 0.87% | +59,509 | 新進 |
| Weiss Asset Management LP | 59,395 | $123.5 萬 | 0.09% | +59,395 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 59,027 | $122.8 萬 | 0.00% | −41,610−41.3% | 減碼 |
| Anchor Investment Management, LLC | 57,978 | $120.6 萬 | 0.14% | +4,758+8.9% | 加碼 |
| Commonwealth Equity Services, LLC | 57,581 | $119.8 萬 | 0.00% | −5,272−8.4% | 減碼 |
| Pinnacle Associates Ltd | 57,064 | $118.7 萬 | 0.02% | −1,961−3.3% | 減碼 |
| Dakota Wealth Management | 54,500 | $113.4 萬 | 0.04% | +12,500+29.8% | 加碼 |
| Bank of New York Mellon Corp | 52,013 | $108.2 萬 | 0.00% | −1,131−2.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 50,640 | $105.3 萬 | 0.02% | −4,017−7.3% | 減碼 |
| Millennium Management LLC | 46,607 | $96.9 萬 | 0.00% | +20,808+80.7% | 加碼 |
| Integrated Wealth Concepts LLC | 45,328 | $94.3 萬 | 0.02% | −1,621−3.5% | 減碼 |
| EP Wealth Advisors, LLC | 45,304 | $94.2 萬 | 0.01% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 42,412 | $88.2 萬 | 0.00% | −11,728−21.7% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 41,888 | $87.1 萬 | 0.02% | −13,980−25.0% | 減碼 |
| Oder Investment Management, LLC | 41,190 | $85.7 萬 | 0.85% | −2,077−4.8% | 減碼 |
| Private Advisor Group, LLC | 40,929 | $85.1 萬 | 0.01% | −190−0.5% | 減碼 |
| Guggenheim Capital LLC | 40,382 | $84.0 萬 | 0.01% | +11,868+41.6% | 加碼 |
| Beverly Hills Private Wealth, LLC | 35,805 | $74.5 萬 | 0.19% | +35,805 | 新進 |
| Tortoise Investment Management, LLC | 32,328 | $67.2 萬 | 0.09% | +20,628+176.3% | 加碼 |
| Susquehanna International Group, LLP | 31,374 | $65.3 萬 | 0.00% | +31,374 | 新進 |
| CWM, LLC | 30,815 | $64.1 萬 | 0.00% | +58+0.2% | 加碼 |
| Virtu Financial LLC | 27,619 | $57.4 萬 | 0.05% | −2,132−7.2% | 減碼 |
| TrinityPoint Wealth, LLC | 27,271 | $56.7 萬 | 0.10% | −7,923−22.5% | 減碼 |
| Andrew Hill Investment Advisors, Inc. | 26,502 | $55.1 萬 | 0.57% | +26,502 | 新進 |
| Cohen & Steers, Inc. | 25,000 | $52.0 萬 | 0.00% | +25,000 | 新進 |
| Encompass Wealth Advisors, LLC | 24,400 | $50.8 萬 | 0.15% | 00.0% | 不變 |
| Successful Portfolios LLC | 23,607 | $49.1 萬 | 0.37% | +1,000+4.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 23,515 | $48.9 萬 | 0.00% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 23,195 | $48.2 萬 | 0.01% | −6,807−22.7% | 減碼 |
| Covenant Asset Management, LLC | 22,750 | $47.3 萬 | 0.13% | +3,290+16.9% | 加碼 |
| Whalerock Point Partners, LLC | 20,000 | $41.6 萬 | 0.13% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 19,770 | $41.1 萬 | 0.42% | +6,620+50.3% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 19,675 | $40.9 萬 | 0.09% | 00.0% | 不變 |
| Raymond James Trust N.A. | 19,448 | $40.5 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 19,162 | $39.9 萬 | 0.01% | −974−4.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 17,951 | $37.3 萬 | 0.01% | +36+0.2% | 加碼 |
| Nomura Holdings Inc | 17,000 | $35.4 萬 | 0.00% | +17,000 | 新進 |
| Stratos Wealth Partners, LTD. | 16,955 | $35.3 萬 | 0.01% | +3,800+28.9% | 加碼 |
| Icon Wealth Advisors, LLC | 16,825 | $35.0 萬 | 0.04% | +16,825 | 新進 |
| Cresset Asset Management, LLC | 16,744 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 15,945 | $33.2 萬 | 0.03% | +37+0.2% | 加碼 |
| Tamar Securities, LLC | 15,797 | $32.9 萬 | 0.06% | +9+0.1% | 加碼 |
| Magnus Financial Group LLC | 15,231 | $31.7 萬 | 0.04% | −3,301−17.8% | 減碼 |
| Ieq Capital, LLC | 15,189 | $31.6 萬 | 0.01% | +148+1.0% | 加碼 |
| Private Trust Co NA | 15,147 | $31.5 萬 | 0.04% | +147+1.0% | 加碼 |
| Creative Planning | 14,784 | $30.8 萬 | 0.00% | +110+0.7% | 加碼 |
| Kestra Advisory Services, LLC | 14,557 | $30.3 萬 | 0.00% | +1,011+7.5% | 加碼 |
| Cetera Advisor Networks LLC | 13,561 | $28.2 萬 | 0.00% | −1,107−7.5% | 減碼 |
| Captrust Financial Advisors | 13,281 | $27.6 萬 | 0.00% | 00.0% | 不變 |
| MGB Wealth Management, LLC | 13,226 | $27.5 萬 | 0.14% | +13,226 | 新進 |
| JGP Wealth Management, LLC | 13,023 | $27.1 萬 | 0.04% | +13,023 | 新進 |
| Edge Wealth Management LLC | 13,000 | $27.0 萬 | 0.06% | +13,000 | 新進 |
| Horizon Kinetics Asset Management LLC | 12,950 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 12,880 | $26.7 萬 | 0.07% | +12,880 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,806 | $26.6 萬 | 0.02% | −2,133−14.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 12,614 | $26.2 萬 | 0.00% | −1,507−10.7% | 減碼 |
| MML Investors Services, LLC | 12,541 | $26.1 萬 | 0.00% | +12,541 | 新進 |
| Melfa Wealth Management, LLC | 11,546 | $24.0 萬 | 0.23% | +11,546 | 新進 |
| Tyche Wealth Partners LLC | 11,427 | $23.8 萬 | 0.06% | +11,427 | 新進 |