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。
2025 年第 2 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2025/6/30 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
- 131
- 較 2025 年第 1 季 0 家
- 持有股數
- 2,516 萬
- 較 2025 年第 1 季 +18.4 萬 (+0.7%)
- 總市值
- $5.51 億
- 較 2025 年第 1 季 +$2,055 萬 (+3.9%)
- 新進機構
- 12
- 另有 45 家加碼
- 清倉機構
- 12
- 另有 40 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 3,587,879 | $7,854 萬 | 2.53% | +575,137+19.1% | 加碼 |
| Pathstone Holdings, LLC | 2,123,631 | $4,649 萬 | 0.18% | +481,281+29.3% | 加碼 |
| Mackay Shields LLC | 1,563,907 | $3,423 萬 | 1.10% | 00.0% | 不變 |
| Almitas Capital LLC | 1,558,260 | $3,411 萬 | 8.61% | −6020.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,406,687 | $3,079 萬 | 0.05% | +47,505+3.5% | 加碼 |
| Rivernorth Capital Management, LLC | 1,300,557 | $2,847 萬 | 1.57% | −265,617−17.0% | 減碼 |
| Morgan Stanley | 1,286,305 | $2,816 萬 | 0.00% | +6180.0% | 加碼 |
| Tortoise Investment Management, LLC | 1,189,486 | $2,604 萬 | 2.48% | +103,140+9.5% | 加碼 |
| Saba Capital Management, L.P. | 877,113 | $1,920 萬 | 0.52% | +74,529+9.3% | 加碼 |
| UBS Group AG | 790,087 | $1,730 萬 | 0.00% | +60,191+8.2% | 加碼 |
| Bank of America Corp | 774,535 | $1,695 萬 | 0.00% | −86,065−10.0% | 減碼 |
| City of London Investment Management Co Ltd | 609,059 | $1,333 萬 | 1.24% | −89,219−12.8% | 減碼 |
| Sentinel Trust Co Lba | 581,696 | $1,273 萬 | 1.38% | 00.0% | 不變 |
| Merit Financial Group, LLC | 471,040 | $1,031 萬 | 0.12% | −4,094−0.9% | 減碼 |
| LPL Financial LLC | 451,662 | $988.7 萬 | 0.00% | −8,605−1.9% | 減碼 |
| Van Eck Associates Corp | 448,688 | $982.2 萬 | 0.01% | −8,931−2.0% | 減碼 |
| Narwhal Capital Management | 423,363 | $926.7 萬 | 0.74% | +520.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 375,301 | $821.5 萬 | 0.33% | +2,027+0.5% | 加碼 |
| 1607 Capital Partners, LLC | 327,479 | $716.9 萬 | 0.58% | −440−0.1% | 減碼 |
| Kovitz Investment Group Partners, LLC | 280,289 | $613.6 萬 | 0.03% | +1040.0% | 加碼 |
| Jacobi Capital Management LLC | 204,516 | $447.7 萬 | 0.30% | −11,476−5.3% | 減碼 |
| WealthBridge Capital Management, LLC | 201,276 | $440.6 萬 | 1.12% | −26,104−11.5% | 減碼 |
| Stifel Financial Corp | 197,082 | $431.4 萬 | 0.00% | −4,788−2.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 164,879 | $360.9 萬 | 0.68% | −8,302−4.8% | 減碼 |
| Envestnet Asset Management Inc | 159,273 | $348.6 萬 | 0.00% | +32,865+26.0% | 加碼 |
| Cerity Partners LLC | 142,950 | $312.9 萬 | 0.01% | −500−0.3% | 減碼 |
| Raymond James Financial Inc | 139,898 | $306.2 萬 | 0.00% | +1,793+1.3% | 加碼 |
| Elgethun Capital Management | 132,251 | $289.5 萬 | 0.58% | +170+0.1% | 加碼 |
| Maltin Wealth Management, Inc. | 129,683 | $283.9 萬 | 1.28% | +16,273+14.3% | 加碼 |
| Rockefeller Capital Management L.P. | 125,567 | $281.4 萬 | 0.01% | −18,156−12.6% | 減碼 |
| Hara Capital LLC | 120,385 | $263.5 萬 | 1.63% | +23,063+23.7% | 加碼 |
| Scarborough Advisors, LLC | 118,154 | $258.6 萬 | 0.51% | +738+0.6% | 加碼 |
| Park Avenue Securities LLC | 115,377 | $252.6 萬 | 0.02% | +19,861+20.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 111,399 | $243.9 萬 | 0.02% | −3,262−2.8% | 減碼 |
| Eldridge Investment Advisors, Inc. | 107,867 | $236.1 萬 | 0.49% | −1,668−1.5% | 減碼 |
| Waterfront Wealth Inc. | 107,529 | $235.4 萬 | 0.53% | −4,723−4.2% | 減碼 |
| Amplius Wealth Advisors, LLC | 104,810 | $229.4 萬 | 0.21% | −400−0.4% | 減碼 |
| Matisse Capital | 100,739 | $220.5 萬 | 1.04% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 92,751 | $203.0 萬 | 0.59% | −10,935−10.5% | 減碼 |
| Dakota Wealth Management | 88,900 | $194.6 萬 | 0.04% | +6,900+8.4% | 加碼 |
| Ameriprise Financial Inc | 88,214 | $193.1 萬 | 0.00% | −2,112−2.3% | 減碼 |
| Royal Bank of Canada | 81,394 | $178.2 萬 | 0.00% | +3,807+4.9% | 加碼 |
| Ieq Capital, LLC | 79,385 | $173.8 萬 | 0.01% | +32,370+68.9% | 加碼 |
| Gridiron Partners, LLC | 75,855 | $166.0 萬 | 1.03% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 74,679 | $163.7 萬 | 0.00% | +4,197+6.0% | 加碼 |
| Anchor Investment Management, LLC | 70,266 | $153.8 萬 | 0.13% | +2,321+3.4% | 加碼 |
| Advisors Asset Management, Inc. | 68,604 | $150.2 萬 | 0.03% | −40,475−37.1% | 減碼 |
| Baird Financial Group, Inc. | 61,110 | $133.8 萬 | 0.00% | −351−0.6% | 減碼 |
| Seed Wealth Management, Inc. | 59,620 | $130.5 萬 | 0.97% | −3,100−4.9% | 減碼 |
| Commonwealth Equity Services, LLC | 56,100 | $122.8 萬 | 0.00% | −1,460−2.5% | 減碼 |
| Pinnacle Associates Ltd | 55,172 | $120.8 萬 | 0.02% | +130.0% | 加碼 |
| Sanctuary Advisors, LLC | 48,683 | $106.6 萬 | 0.01% | +240.0% | 加碼 |
| National Asset Management, Inc. | 46,461 | $101.7 萬 | 0.05% | +2,456+5.6% | 加碼 |
| EP Wealth Advisors, LLC | 45,304 | $99.2 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 45,192 | $98.9 萬 | 0.00% | −1,724−3.7% | 減碼 |
| Oder Investment Management, LLC | 43,767 | $95.8 萬 | 0.72% | +5,943+15.7% | 加碼 |
| Private Advisor Group, LLC | 42,856 | $93.8 萬 | 0.01% | +177+0.4% | 加碼 |
| Riverbridge Partners LLC | 39,988 | $87.5 萬 | 0.01% | +1,469+3.8% | 加碼 |
| Logan Stone Capital, LLC | 37,566 | $82.2 萬 | 0.39% | −407,928−91.6% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 36,048 | $78.9 萬 | 0.28% | +36,048 | 新進 |
| Integrated Wealth Concepts LLC | 31,619 | $69.2 萬 | 0.01% | −389−1.2% | 減碼 |
| LexAurum Advisors, LLC | 30,939 | $67.7 萬 | 0.11% | −16,387−34.6% | 減碼 |
| Private Trust Co NA | 29,667 | $64.9 萬 | 0.06% | 00.0% | 不變 |
| Andrew Hill Investment Advisors, Inc. | 27,789 | $60.8 萬 | 0.49% | +465+1.7% | 加碼 |
| Petra Financial Advisors Inc | 27,030 | $59.2 萬 | 0.38% | +2,935+12.2% | 加碼 |
| Jefferies Financial Group Inc. | 25,985 | $56.9 萬 | 0.01% | −11,455−30.6% | 減碼 |
| Integrated Capital Management, Inc. | 25,321 | $55.4 萬 | 0.42% | +6,135+32.0% | 加碼 |
| Oppenheimer & Co Inc | 25,314 | $55.4 萬 | 0.01% | +10,317+68.8% | 加碼 |
| Encompass Wealth Advisors, LLC | 24,400 | $53.4 萬 | 0.20% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 23,921 | $52.4 萬 | 0.00% | −1,829−7.1% | 減碼 |
| Bryn Mawr Trust Co | 23,472 | $51.4 萬 | 0.01% | −30.0% | 減碼 |
| Magnus Financial Group LLC | 23,145 | $50.7 萬 | 0.04% | +291+1.3% | 加碼 |
| Successful Portfolios LLC | 21,707 | $47.5 萬 | 0.29% | 00.0% | 不變 |
| GWM Advisors LLC | 21,652 | $47.4 萬 | 0.00% | +10,886+101.1% | 加碼 |
| Guggenheim Capital LLC | 20,195 | $44.2 萬 | 0.00% | −4,610−18.6% | 減碼 |
| Susquehanna International Group, LLP | 19,865 | $43.5 萬 | 0.00% | +19,865 | 新進 |
| CWM, LLC | 19,500 | $42.7 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 19,007 | $41.6 萬 | 0.01% | +110+0.6% | 加碼 |
| Advisory Services Network, LLC | 18,513 | $41.0 萬 | 0.01% | −4,353−19.0% | 減碼 |
| Covenant Asset Management, LLC | 18,490 | $40.5 萬 | 0.08% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 16,825 | $36.8 萬 | 0.03% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 15,600 | $34.1 萬 | 0.06% | +1,900+13.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,252 | $33.4 萬 | 0.01% | −15,059−49.7% | 減碼 |
| MML Investors Services, LLC | 15,075 | $33.0 萬 | 0.00% | +2,355+18.5% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 15,030 | $32.9 萬 | 0.08% | +98+0.7% | 加碼 |
| Tamar Securities, LLC | 14,843 | $32.5 萬 | 0.04% | −1,992−11.8% | 減碼 |
| Smith Asset Management Co., LLC | 14,689 | $32.2 萬 | 0.28% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 14,356 | $31.4 萬 | 0.00% | −6,300−30.5% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 13,650 | $29.9 萬 | 0.05% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 13,539 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 13,484 | $29.5 萬 | 0.04% | +2,314+20.7% | 加碼 |
| Edge Wealth Management LLC | 13,000 | $28.5 萬 | 0.05% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 13,033 | $28.5 萬 | 0.03% | +13,033 | 新進 |
| Wealthcare Advisory Partners LLC | 12,280 | $26.9 萬 | 0.01% | +7+0.1% | 加碼 |
| Tyche Wealth Partners LLC | 11,560 | $25.3 萬 | 0.05% | +24+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 11,579 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 11,489 | $25.2 萬 | 0.16% | −101−0.9% | 減碼 |
| Harbor Investment Advisory, LLC | 11,476 | $25.1 萬 | 0.02% | 00.0% | 不變 |
| Cetera Investment Advisers | 11,387 | $24.9 萬 | 0.00% | −890−7.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 11,209 | $24.5 萬 | 0.00% | +1,393+14.2% | 加碼 |