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 4 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2024/12/31 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
- 140
- 較 2024 年第 3 季 +16 家
- 持有股數
- 2,403 萬
- 較 2024 年第 3 季 +248.5 萬 (+11.5%)
- 總市值
- $4.95 億
- 較 2024 年第 3 季 +$2,942 萬 (+6.3%)
- 新進機構
- 27
- 另有 51 家加碼
- 清倉機構
- 11
- 另有 39 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 0 | $3 | 0.00% | 0 | 不變 |
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Wells Fargo & Company | 2 | $39 | 0.00% | −209−99.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 4 | $82 | 0.00% | −5−55.6% | 減碼 |
| Lee Danner & Bass Inc | 300 | $6,177 | 0.00% | +300 | 新進 |
| Allworth Financial LP | 350 | $7,284 | 0.00% | +350 | 新進 |
| Bank of New Hampshire | 500 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 750 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Clark Wealth Partners | 1,330 | $2.74 萬 | 0.02% | +1,330 | 新進 |
| Spire Wealth Management | 1,385 | $2.85 萬 | 0.00% | +1,385 | 新進 |
| Westside Investment Management, Inc. | 1,834 | $3.78 萬 | 0.01% | +1,834 | 新進 |
| CoreCap Advisors, LLC | 2,000 | $4.12 萬 | 0.00% | 00.0% | 不變 |
| Chapman Financial Group, LLC | 2,000 | $4.12 萬 | 0.03% | +2,000 | 新進 |
| Stonebridge Financial Group, LLC | 2,200 | $4.53 萬 | 0.00% | +2,200 | 新進 |
| Smartleaf Asset Management LLC | 3,007 | $6.15 萬 | 0.01% | −9,873−76.7% | 減碼 |
| Rothschild Investment LLC | 4,000 | $8.24 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,401 | $9.06 萬 | 0.00% | +38+0.9% | 加碼 |
| Advisor Group Holdings, Inc. | 4,451 | $9.17 萬 | 0.00% | +2,526+131.2% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 4,763 | $9.81 萬 | 0.03% | +2,207+86.3% | 加碼 |
| Colonial Trust Co | 5,000 | $10.3 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 6,347 | $13.1 萬 | 0.00% | +6,347 | 新進 |
| Comerica Bank | 6,868 | $14.1 萬 | 0.00% | +6+0.1% | 加碼 |
| Perkins Coie Trust Co | 7,442 | $15.3 萬 | 0.03% | 00.0% | 不變 |
| Noble Wealth Management PBC | 7,511 | $15.5 萬 | 0.11% | +7,511 | 新進 |
| Bessemer Group Inc | 8,126 | $16.8 萬 | 0.00% | +823+11.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 8,500 | $17.5 萬 | 0.01% | +8,500 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 9,811 | $20.4 萬 | 0.00% | +9,811 | 新進 |
| Kestra Advisory Services, LLC | 10,126 | $20.8 萬 | 0.00% | −5,753−36.2% | 減碼 |
| Western Wealth Management, LLC | 10,295 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 10,394 | $21.4 萬 | 0.03% | +10,394 | 新進 |
| Two Sigma Securities, LLC | 10,705 | $22.0 萬 | 0.04% | +10,705 | 新進 |
| GWM Advisors LLC | 10,764 | $22.2 萬 | 0.00% | +573+5.6% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,857 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 11,473 | $23.6 萬 | 0.00% | +1,105+10.7% | 加碼 |
| Harbor Investment Advisory, LLC | 11,476 | $23.6 萬 | 0.02% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 11,520 | $23.7 萬 | 0.05% | +31+0.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 11,579 | $23.8 萬 | 0.00% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 11,584 | $23.9 萬 | 0.16% | +10+0.1% | 加碼 |
| MML Investors Services, LLC | 11,666 | $24.0 萬 | 0.00% | +11,666 | 新進 |
| Oppenheimer & Co Inc | 11,678 | $24.0 萬 | 0.00% | −10,999−48.5% | 減碼 |
| Cetera Investment Advisers | 12,173 | $25.1 萬 | 0.00% | −585−4.6% | 減碼 |
| Generation Capital Management LLC | 12,390 | $25.5 萬 | 0.22% | +12,390 | 新進 |
| Edge Wealth Management LLC | 13,000 | $26.8 萬 | 0.05% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 13,143 | $27.1 萬 | 0.10% | −4,556−25.7% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 13,500 | $27.8 萬 | 0.05% | +13,400+13,400.0% | 加碼 |
| Cary Street Partners Financial LLC | 13,539 | $27.9 萬 | 0.01% | +13,539 | 新進 |
| Smith Asset Management Co., LLC | 14,689 | $30.2 萬 | 0.29% | +14,689 | 新進 |
| Petra Financial Advisors Inc | 15,195 | $31.3 萬 | 0.21% | +15,195 | 新進 |
| Integrated Capital Management, Inc. | 15,263 | $31.4 萬 | 0.25% | +15,263 | 新進 |
| Nomura Holdings Inc | 15,500 | $31.9 萬 | 0.00% | +15,500 | 新進 |
| Summit Financial Wealth Advisors, LLC | 15,850 | $33.4 萬 | 0.07% | −225−1.4% | 減碼 |
| Readystate Asset Management LP | 16,659 | $34.3 萬 | 0.01% | +16,659 | 新進 |
| Icon Wealth Advisors, LLC | 16,825 | $34.6 萬 | 0.03% | 00.0% | 不變 |
| Tamar Securities, LLC | 16,830 | $34.7 萬 | 0.05% | +10+0.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 17,450 | $35.9 萬 | 0.01% | +43+0.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 18,825 | $38.8 萬 | 0.01% | +146+0.8% | 加碼 |
| Covenant Asset Management, LLC | 20,350 | $41.9 萬 | 0.09% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 20,656 | $42.5 萬 | 0.00% | +3,535+20.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 21,412 | $44.1 萬 | 0.01% | +187+0.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21,670 | $44.6 萬 | 0.02% | +4,056+23.0% | 加碼 |
| Successful Portfolios LLC | 21,707 | $44.7 萬 | 0.30% | 00.0% | 不變 |
| Magnus Financial Group LLC | 22,928 | $47.2 萬 | 0.05% | −1,588−6.5% | 減碼 |
| Bryn Mawr Trust Co | 23,475 | $48.3 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 23,515 | $48.4 萬 | 0.00% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 24,243 | $49.9 萬 | 0.13% | +564+2.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 24,400 | $50.2 萬 | 0.20% | 00.0% | 不變 |
| HRT Financial LP | 24,803 | $51.0 萬 | 0.00% | +24,803 | 新進 |
| Jefferies Financial Group Inc. | 25,020 | $51.5 萬 | 0.01% | −800−3.1% | 減碼 |
| Janney Montgomery Scott LLC | 26,484 | $54.5 萬 | 0.00% | −2,949−10.0% | 減碼 |
| Andrew Hill Investment Advisors, Inc. | 27,324 | $56.3 萬 | 0.42% | +1,350+5.2% | 加碼 |
| CWM, LLC | 28,588 | $58.9 萬 | 0.00% | +116+0.4% | 加碼 |
| Independent Advisor Alliance | 29,901 | $61.6 萬 | 0.01% | +29,901 | 新進 |
| Private Trust Co NA | 30,667 | $63.1 萬 | 0.06% | +3,750+13.9% | 加碼 |
| Advisory Services Network, LLC | 30,841 | $63.5 萬 | 0.01% | −14,760−32.4% | 減碼 |
| Guggenheim Capital LLC | 34,202 | $70.4 萬 | 0.01% | −7,241−17.5% | 減碼 |
| Riverbridge Partners LLC | 34,797 | $71.6 萬 | 0.01% | +50.0% | 加碼 |
| Integrated Wealth Concepts LLC | 35,883 | $73.9 萬 | 0.01% | −3,085−7.9% | 減碼 |
| CI Private Wealth, LLC | 36,360 | $74.9 萬 | 0.00% | −4,805−11.7% | 減碼 |
| Oder Investment Management, LLC | 37,799 | $77.8 萬 | 0.65% | +51+0.1% | 加碼 |
| Private Advisor Group, LLC | 43,178 | $88.9 萬 | 0.01% | +14,106+48.5% | 加碼 |
| EP Wealth Advisors, LLC | 45,304 | $93.3 萬 | 0.01% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 51,962 | $107.0 萬 | 0.38% | −6,378−10.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 55,028 | $113.3 萬 | 0.12% | −49,295−47.3% | 減碼 |
| Pinnacle Associates Ltd | 55,150 | $113.6 萬 | 0.02% | −1,914−3.4% | 減碼 |
| LexAurum Advisors, LLC | 56,257 | $115.8 萬 | 0.23% | −1,635−2.8% | 減碼 |
| Commonwealth Equity Services, LLC | 56,574 | $116.5 萬 | 0.00% | −8,582−13.2% | 減碼 |
| Wolverine Asset Management LLC | 57,449 | $118.3 萬 | 0.02% | +14,040+32.3% | 加碼 |
| HighTower Advisors, LLC | 59,167 | $121.8 萬 | 0.00% | +18,374+45.0% | 加碼 |
| Baird Financial Group, Inc. | 61,930 | $127.5 萬 | 0.00% | −2,497−3.9% | 減碼 |
| Seed Wealth Management, Inc. | 62,720 | $129.1 萬 | 1.04% | +18,500+41.8% | 加碼 |
| Anchor Investment Management, LLC | 67,931 | $139.9 萬 | 0.13% | +37+0.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 69,082 | $142.2 萬 | 0.00% | +27,018+64.2% | 加碼 |
| Dakota Wealth Management | 70,900 | $146.0 萬 | 0.03% | +16,400+30.1% | 加碼 |
| Sanctuary Advisors, LLC | 73,343 | $154.2 萬 | 0.01% | +2,041+2.9% | 加碼 |
| Gridiron Partners, LLC | 75,855 | $156.2 萬 | 0.99% | 00.0% | 不變 |
| Park Avenue Securities LLC | 79,348 | $163.4 萬 | 0.02% | +79,348 | 新進 |
| Nine Masts Capital Ltd | 84,634 | $174.3 萬 | 0.32% | 00.0% | 不變 |
| Ameriprise Financial Inc | 88,644 | $182.5 萬 | 0.00% | −849−0.9% | 減碼 |
| Hara Capital LLC | 96,322 | $198.3 萬 | 1.26% | −147,193−60.4% | 減碼 |
| Envestnet Asset Management Inc | 100,633 | $207.2 萬 | 0.00% | +100,633 | 新進 |