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。
2024 年第 2 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2024/6/30 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
- 127
- 較 2024 年第 1 季 +8 家
- 持有股數
- 2,078 萬
- 較 2024 年第 1 季 +147.0 萬 (+7.6%)
- 總市值
- $4.32 億
- 較 2024 年第 1 季 +$2,522 萬 (+6.2%)
- 新進機構
- 14
- 另有 46 家加碼
- 清倉機構
- 6
- 另有 40 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Wells Fargo & Company | 5 | $106 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 9 | $187 | 0.00% | +3+50.0% | 加碼 |
| Bank of New Hampshire | 500 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 750 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| TruNorth Capital Management, LLC | 1,000 | $2.08 萬 | 0.01% | +1,000 | 新進 |
| HM Payson & Co | 1,300 | $2.70 萬 | 0.00% | +1,300 | 新進 |
| Advisor Group Holdings, Inc. | 1,658 | $3.44 萬 | 0.00% | −6,276−79.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,900 | $3.96 萬 | 0.00% | +1,900 | 新進 |
| Crewe Advisors LLC | 2,000 | $4.15 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 2,000 | $4.15 萬 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 2,000 | $4.15 萬 | 0.00% | +2,000 | 新進 |
| Montag A & Associates Inc | 2,200 | $4.58 萬 | 0.00% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory LLC | 2,539 | $5.27 萬 | 0.02% | +17+0.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,564 | $7.40 萬 | 0.00% | −1,410−28.3% | 減碼 |
| Rothschild Investment LLC | 4,000 | $8.31 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,334 | $9.00 萬 | 0.00% | +29+0.7% | 加碼 |
| Colonial Trust Co | 6,500 | $13.5 萬 | 0.02% | +1,500+30.0% | 加碼 |
| Bessemer Group Inc | 6,981 | $14.5 萬 | 0.00% | +873+14.3% | 加碼 |
| Perkins Coie Trust Co | 7,442 | $15.5 萬 | 0.04% | +7,442 | 新進 |
| Comerica Bank | 9,101 | $18.9 萬 | 0.00% | −494−5.1% | 減碼 |
| US Bancorp | 9,980 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Western Wealth Management, LLC | 10,295 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 10,580 | $22.0 萬 | 0.06% | +10,580 | 新進 |
| Transcend Wealth Collective, LLC | 10,730 | $22.3 萬 | 0.02% | −5,215−32.7% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,857 | $22.6 萬 | 0.00% | −37,700−77.6% | 減碼 |
| Strategic Wealth Designers | 10,959 | $22.7 萬 | 0.03% | +10,959 | 新進 |
| GWM Advisors LLC | 11,189 | $23.2 萬 | 0.00% | +9,876+752.2% | 加碼 |
| Tyche Wealth Partners LLC | 11,466 | $23.8 萬 | 0.06% | +24+0.2% | 加碼 |
| Harbor Investment Advisory, LLC | 11,476 | $23.8 萬 | 0.02% | +863+8.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 11,579 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 11,566 | $24.0 萬 | 0.17% | +10+0.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,770 | $26.5 萬 | 0.01% | +65+0.5% | 加碼 |
| Smartleaf Asset Management LLC | 12,880 | $26.6 萬 | 0.04% | 00.0% | 不變 |
| Edge Wealth Management LLC | 13,000 | $27.0 萬 | 0.06% | 00.0% | 不變 |
| MGB Wealth Management, LLC | 13,226 | $27.8 萬 | 0.10% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 13,485 | $28.0 萬 | 0.04% | +1,292+10.6% | 加碼 |
| Creative Planning | 14,249 | $29.6 萬 | 0.00% | −900−5.9% | 減碼 |
| Cetera Investment Advisers | 14,427 | $30.0 萬 | 0.00% | +3,509+32.1% | 加碼 |
| Nomura Holdings Inc | 15,630 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 15,879 | $33.0 萬 | 0.00% | +817+5.4% | 加碼 |
| Cresset Asset Management, LLC | 16,744 | $34.9 萬 | 0.00% | 00.0% | 不變 |
| Tamar Securities, LLC | 16,812 | $34.9 萬 | 0.06% | +1,008+6.4% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 17,075 | $35.5 萬 | 0.07% | −2,350−12.1% | 減碼 |
| Icon Wealth Advisors, LLC | 16,825 | $35.5 萬 | 0.03% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 17,374 | $36.1 萬 | 0.01% | −593−3.3% | 減碼 |
| Millennium Management LLC | 17,626 | $36.6 萬 | 0.00% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 18,000 | $37.5 萬 | 0.15% | +18,000 | 新進 |
| Raymond James Trust N.A. | 19,448 | $40.4 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 19,854 | $41.2 萬 | 0.01% | +92+0.5% | 加碼 |
| TrinityPoint Wealth, LLC | 21,610 | $44.9 萬 | 0.07% | −4,443−17.1% | 減碼 |
| Successful Portfolios LLC | 21,707 | $45.1 萬 | 0.31% | −900−4.0% | 減碼 |
| Magnus Financial Group LLC | 22,512 | $46.8 萬 | 0.05% | +4,732+26.6% | 加碼 |
| Covenant Asset Management, LLC | 22,750 | $47.3 萬 | 0.11% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 23,299 | $48.4 萬 | 0.01% | −6,486−21.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 23,515 | $48.8 萬 | 0.00% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 24,400 | $50.7 萬 | 0.13% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 25,820 | $53.6 萬 | 0.01% | −2,850−9.9% | 減碼 |
| Andrew Hill Investment Advisors, Inc. | 25,976 | $54.0 萬 | 0.45% | −526−2.0% | 減碼 |
| Private Trust Co NA | 26,816 | $55.7 萬 | 0.06% | +11,603+76.3% | 加碼 |
| Janney Montgomery Scott LLC | 28,922 | $60.1 萬 | 0.00% | −10,403−26.5% | 減碼 |
| CWM, LLC | 30,420 | $63.2 萬 | 0.00% | −447−1.4% | 減碼 |
| HighTower Advisors, LLC | 32,052 | $66.4 萬 | 0.00% | +21,911+216.1% | 加碼 |
| Riverbridge Partners LLC | 34,188 | $71.0 萬 | 0.01% | +969+2.9% | 加碼 |
| Integrated Wealth Concepts LLC | 35,460 | $73.7 萬 | 0.01% | −7,943−18.3% | 減碼 |
| Maltin Wealth Management, Inc. | 37,227 | $77.3 萬 | 0.42% | +4,238+12.8% | 加碼 |
| Oder Investment Management, LLC | 39,226 | $81.5 萬 | 0.74% | −2,975−7.0% | 減碼 |
| Private Advisor Group, LLC | 40,628 | $84.4 萬 | 0.01% | +166+0.4% | 加碼 |
| Wolverine Asset Management LLC | 41,634 | $86.5 萬 | 0.02% | +20,400+96.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 44,389 | $92.2 萬 | 0.00% | −8,051−15.4% | 減碼 |
| EP Wealth Advisors, LLC | 45,304 | $94.1 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 45,601 | $94.7 萬 | 0.02% | +23+0.1% | 加碼 |
| Seed Wealth Management, Inc. | 46,220 | $96.0 萬 | 0.84% | +27,350+144.9% | 加碼 |
| Bank of New York Mellon Corp | 46,840 | $97.3 萬 | 0.00% | −5,621−10.7% | 減碼 |
| Guggenheim Capital LLC | 46,984 | $97.6 萬 | 0.01% | +142+0.3% | 加碼 |
| Sanctuary Advisors, LLC | 49,972 | $102.6 萬 | 0.01% | +49,972 | 新進 |
| Matisse Capital | 49,697 | $103.2 萬 | 0.51% | +49,697 | 新進 |
| Dakota Wealth Management | 54,500 | $113.2 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 57,090 | $118.6 萬 | 0.02% | +130.0% | 加碼 |
| LexAurum Advisors, LLC | 59,927 | $124.5 萬 | 0.30% | −1,597−2.6% | 減碼 |
| Nine Masts Capital Ltd | 61,667 | $128.1 萬 | 0.39% | +6,925+12.7% | 加碼 |
| Baird Financial Group, Inc. | 65,352 | $135.7 萬 | 0.00% | −4,230−6.1% | 減碼 |
| Anchor Investment Management, LLC | 67,863 | $141.0 萬 | 0.15% | +6,033+9.8% | 加碼 |
| Hara Capital LLC | 69,202 | $143.7 萬 | 0.92% | −1,107−1.6% | 減碼 |
| Commonwealth Equity Services, LLC | 70,488 | $146.4 萬 | 0.00% | +5,115+7.8% | 加碼 |
| Gridiron Partners, LLC | 75,855 | $157.6 萬 | 1.00% | 00.0% | 不變 |
| Almitas Capital LLC | 77,392 | $160.7 萬 | 0.67% | +77,392 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 80,540 | $167.3 萬 | 0.00% | +18,071+28.9% | 加碼 |
| Eldridge Investment Advisors, Inc. | 84,143 | $174.8 萬 | 0.44% | +6,743+8.7% | 加碼 |
| Gill Capital Partners, LLC | 85,740 | $178.1 萬 | 0.69% | 00.0% | 不變 |
| Ameriprise Financial Inc | 90,775 | $188.5 萬 | 0.00% | −5,903−6.1% | 減碼 |
| Goldman Sachs Group Inc | 92,651 | $192.4 萬 | 0.00% | +92,651 | 新進 |
| Raymond James & Associates | 101,919 | $211.7 萬 | 0.00% | −9,432−8.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 106,919 | $222.1 萬 | 0.48% | +45,662+74.5% | 加碼 |
| Royal Bank of Canada | 107,789 | $223.9 萬 | 0.00% | −2,874−2.6% | 減碼 |
| Waterfront Wealth Inc. | 113,360 | $235.4 萬 | 0.64% | −2,814−2.4% | 減碼 |
| Amplius Wealth Advisors, LLC | 124,947 | $259.5 萬 | 0.29% | −6,229−4.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 135,447 | $281.3 萬 | 0.03% | −4,548−3.2% | 減碼 |
| Advisors Asset Management, Inc. | 146,972 | $305.3 萬 | 0.06% | −4,204−2.8% | 減碼 |
| Walter & Keenan Financial Consulting Co | 153,203 | $318.2 萬 | 1.01% | −24,808−13.9% | 減碼 |