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 3 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2025/9/30 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
- 140
- 較 2025 年第 2 季 +10 家
- 持有股數
- 2,716 萬
- 較 2025 年第 2 季 +204.4 萬 (+8.1%)
- 總市值
- $5.70 億
- 較 2025 年第 2 季 +$1,995 萬 (+3.6%)
- 新進機構
- 17
- 另有 44 家加碼
- 清倉機構
- 7
- 另有 48 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 4,407,881 | $9,900 萬 | 3.14% | +820,002+22.9% | 加碼 |
| Pathstone Holdings, LLC | 2,262,070 | $5,081 萬 | 0.19% | +138,439+6.5% | 加碼 |
| Almitas Capital LLC | 1,539,263 | $3,457 萬 | 7.91% | −18,997−1.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,485,287 | $3,336 萬 | 0.05% | +78,600+5.6% | 加碼 |
| Mackay Shields LLC | 1,419,894 | $3,189 萬 | 1.08% | −144,013−9.2% | 減碼 |
| Morgan Stanley | 1,314,423 | $2,952 萬 | 0.00% | +28,118+2.2% | 加碼 |
| Rivernorth Capital Management, LLC | 1,300,557 | $2,921 萬 | 1.67% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 1,222,601 | $2,746 萬 | 2.45% | +33,115+2.8% | 加碼 |
| Bank of America Corp | 769,132 | $1,727 萬 | 0.00% | −5,403−0.7% | 減碼 |
| UBS Group AG | 735,132 | $1,651 萬 | 0.00% | −54,955−7.0% | 減碼 |
| City of London Investment Management Co Ltd | 662,759 | $1,489 萬 | 1.10% | +53,700+8.8% | 加碼 |
| Sentinel Trust Co Lba | 538,670 | $1,210 萬 | 1.23% | −43,026−7.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 510,885 | $1,147 萬 | 0.42% | +135,584+36.1% | 加碼 |
| Merit Financial Group, LLC | 471,030 | $1,058 萬 | 0.10% | −100.0% | 減碼 |
| Van Eck Associates Corp | 466,121 | $1,047 萬 | 0.01% | +17,433+3.9% | 加碼 |
| LPL Financial LLC | 414,763 | $931.6 萬 | 0.00% | −36,899−8.2% | 減碼 |
| Narwhal Capital Management | 389,368 | $874.5 萬 | 0.65% | −33,995−8.0% | 減碼 |
| 1607 Capital Partners, LLC | 315,129 | $707.8 萬 | 0.53% | −12,350−3.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 265,961 | $597.4 萬 | 0.02% | −14,328−5.1% | 減碼 |
| Stifel Financial Corp | 204,486 | $459.3 萬 | 0.00% | +7,404+3.8% | 加碼 |
| Jacobi Capital Management LLC | 203,393 | $456.8 萬 | 0.28% | −1,123−0.5% | 減碼 |
| WealthBridge Capital Management, LLC | 189,673 | $426.0 萬 | 1.00% | −11,603−5.8% | 減碼 |
| Beverly Hills Private Wealth, LLC | 160,942 | $361.5 萬 | 0.64% | −3,937−2.4% | 減碼 |
| Cerity Partners LLC | 142,950 | $321.1 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 139,272 | $312.8 萬 | 0.00% | −20,001−12.6% | 減碼 |
| Raymond James Financial Inc | 136,663 | $306.9 萬 | 0.00% | −3,235−2.3% | 減碼 |
| Elgethun Capital Management | 132,416 | $299.3 萬 | 0.54% | +165+0.1% | 加碼 |
| Dakota Wealth Management | 130,200 | $292.4 萬 | 0.06% | +41,300+46.5% | 加碼 |
| Maltin Wealth Management, Inc. | 129,484 | $290.8 萬 | 1.21% | −199−0.2% | 減碼 |
| Rockefeller Capital Management L.P. | 124,035 | $278.6 萬 | 0.01% | −1,532−1.2% | 減碼 |
| Hara Capital LLC | 120,685 | $271.1 萬 | 1.60% | +300+0.2% | 加碼 |
| Scarborough Advisors, LLC | 118,154 | $265.4 萬 | 0.47% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 108,422 | $243.5 萬 | 0.55% | +555+0.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 107,131 | $240.6 萬 | 0.01% | −4,268−3.8% | 減碼 |
| Waterfront Wealth Inc. | 104,472 | $236.3 萬 | 0.48% | −3,057−2.8% | 減碼 |
| Amplius Wealth Advisors, LLC | 104,664 | $235.1 萬 | 0.20% | −146−0.1% | 減碼 |
| Matisse Capital | 100,739 | $226.3 萬 | 1.02% | 00.0% | 不變 |
| Ameriprise Financial Inc | 94,895 | $213.1 萬 | 0.00% | +6,681+7.6% | 加碼 |
| Park Avenue Securities LLC | 94,592 | $212.5 萬 | 0.02% | −20,785−18.0% | 減碼 |
| Walter & Keenan Financial Consulting Co | 85,339 | $191.7 萬 | 0.53% | −7,412−8.0% | 減碼 |
| Royal Bank of Canada | 82,532 | $185.4 萬 | 0.00% | +1,138+1.4% | 加碼 |
| Gridiron Partners, LLC | 1,868,965 | $173.5 萬 | 0.99% | +1,793,110+2,363.9% | 加碼 |
| Ieq Capital, LLC | 73,858 | $165.9 萬 | 0.01% | −5,527−7.0% | 減碼 |
| Anchor Investment Management, LLC | 69,486 | $156.1 萬 | 0.13% | −780−1.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 69,292 | $155.8 萬 | 0.00% | −5,387−7.2% | 減碼 |
| Baird Financial Group, Inc. | 62,545 | $140.5 萬 | 0.00% | +1,435+2.3% | 加碼 |
| Commonwealth Equity Services, LLC | 61,015 | $137.0 萬 | 0.00% | +4,915+8.8% | 加碼 |
| Seed Wealth Management, Inc. | 59,620 | $133.9 萬 | 0.92% | 00.0% | 不變 |
| Saba Capital Management, L.P. | 53,509 | $120.2 萬 | 0.04% | −823,604−93.9% | 減碼 |
| Pinnacle Associates Ltd | 51,920 | $116.6 萬 | 0.02% | −3,252−5.9% | 減碼 |
| National Asset Management, Inc. | 49,792 | $111.8 萬 | 0.05% | +3,331+7.2% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 49,300 | $110.7 萬 | 0.38% | +13,252+36.8% | 加碼 |
| Wellspring Financial Advisors, LLC | 46,490 | $104.4 萬 | 0.10% | +33,457+256.7% | 加碼 |
| Sanctuary Advisors, LLC | 45,789 | $102.8 萬 | 0.01% | −2,894−5.9% | 減碼 |
| Oder Investment Management, LLC | 43,804 | $98.4 萬 | 0.71% | +37+0.1% | 加碼 |
| Seven Mile Advisory | 43,303 | $97.3 萬 | 0.16% | +43,303 | 新進 |
| Private Advisor Group, LLC | 43,028 | $96.6 萬 | 0.00% | +172+0.4% | 加碼 |
| HighTower Advisors, LLC | 43,009 | $96.6 萬 | 0.00% | −2,183−4.8% | 減碼 |
| Riverbridge Partners LLC | 40,929 | $91.9 萬 | 0.02% | +941+2.4% | 加碼 |
| Cohen & Steers, Inc. | 40,000 | $89.8 萬 | 0.00% | +40,000 | 新進 |
| Advisors Asset Management, Inc. | 35,147 | $78.9 萬 | 0.01% | −33,457−48.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 31,734 | $71.3 萬 | 0.00% | +31,734 | 新進 |
| Integrated Wealth Concepts LLC | 31,355 | $70.4 萬 | 0.01% | −264−0.8% | 減碼 |
| Private Trust Co NA | 29,667 | $66.6 萬 | 0.06% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 29,662 | $66.6 萬 | 0.01% | +4,348+17.2% | 加碼 |
| Kestra Advisory Services, LLC | 28,892 | $64.9 萬 | 0.00% | +18,917+189.6% | 加碼 |
| Petra Financial Advisors Inc | 27,700 | $62.2 萬 | 0.36% | +670+2.5% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 26,154 | $58.7 萬 | 0.46% | −1,635−5.9% | 減碼 |
| Jefferies Financial Group Inc. | 25,985 | $58.4 萬 | 0.01% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 24,400 | $54.8 萬 | 0.19% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 23,472 | $52.7 萬 | 0.01% | 00.0% | 不變 |
| Magnus Financial Group LLC | 23,144 | $52.0 萬 | 0.04% | −10.0% | 減碼 |
| GWM Advisors LLC | 22,243 | $50.0 萬 | 0.00% | +591+2.7% | 加碼 |
| Integrated Capital Management, Inc. | 21,971 | $49.3 萬 | 0.34% | −3,350−13.2% | 減碼 |
| Successful Portfolios LLC | 21,707 | $48.8 萬 | 0.28% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 20,158 | $45.3 萬 | 0.09% | +20,158 | 新進 |
| Susquehanna International Group, LLP | 20,050 | $45.0 萬 | 0.00% | +185+0.9% | 加碼 |
| CWM, LLC | 19,500 | $43.8 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 19,113 | $42.9 萬 | 0.01% | +106+0.6% | 加碼 |
| LexAurum Advisors, LLC | 18,893 | $42.4 萬 | 0.06% | −12,046−38.9% | 減碼 |
| AQR Capital Management LLC | 18,539 | $41.6 萬 | 0.00% | +18,539 | 新進 |
| Janney Montgomery Scott LLC | 18,540 | $41.6 萬 | 0.00% | −5,381−22.5% | 減碼 |
| Advisory Services Network, LLC | 18,516 | $41.6 萬 | 0.01% | +30.0% | 加碼 |
| Covenant Asset Management, LLC | 18,490 | $41.5 萬 | 0.08% | 00.0% | 不變 |
| MML Investors Services, LLC | 17,139 | $38.5 萬 | 0.00% | +2,064+13.7% | 加碼 |
| Concurrent Investment Advisors, LLC | 17,100 | $38.4 萬 | 0.01% | +17,100 | 新進 |
| Icon Wealth Advisors, LLC | 16,825 | $37.8 萬 | 0.03% | 00.0% | 不變 |
| M&T Bank Corp | 16,680 | $37.5 萬 | 0.00% | +5,937+55.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,600 | $35.0 萬 | 0.01% | +348+2.3% | 加碼 |
| Bank of Montreal | 15,559 | $34.9 萬 | 0.00% | +15,559 | 新進 |
| Ritter Daniher Financial Advisory LLC | 15,125 | $34.0 萬 | 0.06% | +95+0.6% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 15,050 | $33.8 萬 | 0.05% | −550−3.5% | 減碼 |
| Logan Stone Capital, LLC | 14,512 | $32.6 萬 | 0.15% | −23,054−61.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 14,157 | $31.8 萬 | 0.00% | −199−1.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,721 | $30.8 萬 | 0.00% | +2,512+22.4% | 加碼 |
| Cary Street Partners Financial LLC | 13,539 | $30.4 萬 | 0.01% | 00.0% | 不變 |
| Franklin Resources Inc | 13,250 | $29.8 萬 | 0.00% | +13,250 | 新進 |
| Edge Wealth Management LLC | 13,000 | $29.2 萬 | 0.05% | 00.0% | 不變 |
| Tamar Securities, LLC | 12,351 | $27.7 萬 | 0.03% | −2,492−16.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 12,286 | $27.6 萬 | 0.01% | +60.0% | 加碼 |