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 4 季 13F 持有人
BlackRock Municipal 2030 Target Term Trust 在 2025/12/31 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
- 142
- 較 2025 年第 3 季 +3 家
- 持有股數
- 2,517 萬
- 較 2025 年第 3 季 −197.4 萬 (−7.3%)
- 總市值
- $5.74 億
- 較 2025 年第 3 季 +$491.2 萬 (+0.9%)
- 新進機構
- 14
- 另有 54 家加碼
- 清倉機構
- 11
- 另有 39 家減碼
另有 1 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 4,618,725 | $1.05 億 | 3.24% | +210,844+4.8% | 加碼 |
| Pathstone Holdings, LLC | 1,833,979 | $4,185 萬 | 0.16% | −428,091−18.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,560,360 | $3,561 萬 | 0.06% | +75,073+5.1% | 加碼 |
| Almitas Capital LLC | 1,486,013 | $3,391 萬 | 7.47% | −53,250−3.5% | 減碼 |
| Mackay Shields LLC | 1,364,127 | $3,113 萬 | 1.09% | −55,767−3.9% | 減碼 |
| Tortoise Investment Management, LLC | 1,361,137 | $3,106 萬 | 2.73% | +138,536+11.3% | 加碼 |
| Morgan Stanley | 1,241,871 | $2,834 萬 | 0.00% | −72,552−5.5% | 減碼 |
| Rivernorth Capital Management, LLC | 1,166,387 | $2,662 萬 | 1.26% | −134,170−10.3% | 減碼 |
| Bank of America Corp | 766,484 | $1,749 萬 | 0.00% | −2,648−0.3% | 減碼 |
| UBS Group AG | 701,209 | $1,600 萬 | 0.00% | −33,923−4.6% | 減碼 |
| City of London Investment Management Co Ltd | 662,759 | $1,512 萬 | 1.13% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 609,630 | $1,391 萬 | 1.37% | +70,960+13.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 542,733 | $1,239 萬 | 0.43% | +31,848+6.2% | 加碼 |
| Van Eck Associates Corp | 528,422 | $1,206 萬 | 0.01% | +62,301+13.4% | 加碼 |
| Merit Financial Group, LLC | 461,074 | $1,052 萬 | 0.08% | −9,956−2.1% | 減碼 |
| LPL Financial LLC | 429,814 | $980.8 萬 | 0.00% | +15,051+3.6% | 加碼 |
| Narwhal Capital Management | 387,702 | $884.7 萬 | 0.64% | −1,666−0.4% | 減碼 |
| 1607 Capital Partners, LLC | 290,806 | $663.6 萬 | 0.45% | −24,323−7.7% | 減碼 |
| Colony Group, LLC | 252,239 | $575.6 萬 | 0.01% | +252,239 | 新進 |
| Stifel Financial Corp | 215,635 | $492.1 萬 | 0.00% | +11,149+5.5% | 加碼 |
| Jacobi Capital Management LLC | 204,180 | $465.9 萬 | 0.27% | +787+0.4% | 加碼 |
| WealthBridge Capital Management, LLC | 190,045 | $433.7 萬 | 0.99% | +372+0.2% | 加碼 |
| Beverly Hills Private Wealth, LLC | 174,692 | $398.6 萬 | 0.68% | +13,750+8.5% | 加碼 |
| Envestnet Asset Management Inc | 156,787 | $357.8 萬 | 0.00% | +17,515+12.6% | 加碼 |
| Cerity Partners LLC | 143,450 | $327.4 萬 | 0.00% | +500+0.3% | 加碼 |
| Elgethun Capital Management | 137,007 | $312.7 萬 | 0.54% | +4,591+3.5% | 加碼 |
| Dakota Wealth Management | 132,260 | $301.8 萬 | 0.05% | +2,060+1.6% | 加碼 |
| Rockefeller Capital Management L.P. | 132,090 | $301.4 萬 | 0.01% | +8,055+6.5% | 加碼 |
| Maltin Wealth Management, Inc. | 131,007 | $299.0 萬 | 1.19% | +1,523+1.2% | 加碼 |
| Hara Capital LLC | 120,685 | $275.4 萬 | 1.53% | 00.0% | 不變 |
| Scarborough Advisors, LLC | 120,117 | $274.1 萬 | 0.46% | +1,963+1.7% | 加碼 |
| Eldridge Investment Advisors, Inc. | 107,256 | $244.8 萬 | 0.54% | −1,166−1.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 105,681 | $241.2 萬 | 0.01% | −1,450−1.4% | 減碼 |
| Amplius Wealth Advisors, LLC | 104,707 | $238.9 萬 | 0.20% | +430.0% | 加碼 |
| Raymond James Financial Inc | 103,841 | $237.0 萬 | 0.00% | −32,822−24.0% | 減碼 |
| Waterfront Wealth Inc. | 101,274 | $229.3 萬 | 0.44% | −3,198−3.1% | 減碼 |
| Park Avenue Securities LLC | 91,659 | $209.2 萬 | 0.02% | −2,933−3.1% | 減碼 |
| Matisse Capital | 90,000 | $205.4 萬 | 0.92% | −10,739−10.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 85,341 | $194.7 萬 | 0.52% | +20.0% | 加碼 |
| Royal Bank of Canada | 80,832 | $184.5 萬 | 0.00% | −1,700−2.1% | 減碼 |
| Ameriprise Financial Inc | 80,329 | $183.3 萬 | 0.00% | −14,566−15.3% | 減碼 |
| Advisors Asset Management, Inc. | 78,629 | $179.4 萬 | 0.03% | +43,482+123.7% | 加碼 |
| Gridiron Partners, LLC | 77,255 | $176.3 萬 | 1.00% | −1,791,710−95.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 73,954 | $168.8 萬 | 0.00% | +4,662+6.7% | 加碼 |
| Anchor Investment Management, LLC | 71,312 | $162.7 萬 | 0.13% | +1,826+2.6% | 加碼 |
| Seed Wealth Management, Inc. | 59,170 | $135.0 萬 | 0.93% | −450−0.8% | 減碼 |
| Commonwealth Equity Services, LLC | 55,607 | $126.9 萬 | 0.00% | −5,408−8.9% | 減碼 |
| National Asset Management, Inc. | 52,521 | $119.9 萬 | 0.06% | +2,729+5.5% | 加碼 |
| Pinnacle Associates Ltd | 51,937 | $118.5 萬 | 0.02% | +170.0% | 加碼 |
| Baird Financial Group, Inc. | 50,610 | $115.5 萬 | 0.00% | −11,935−19.1% | 減碼 |
| Cohen & Steers, Inc. | 50,000 | $114.1 萬 | 0.00% | +10,000+25.0% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 49,685 | $113.4 萬 | 0.38% | +385+0.8% | 加碼 |
| Ieq Capital, LLC | 47,381 | $108.1 萬 | 0.00% | −26,477−35.8% | 減碼 |
| Wellspring Financial Advisors, LLC | 46,490 | $106.1 萬 | 0.08% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 45,820 | $104.6 萬 | 0.01% | +31+0.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 44,134 | $100.7 萬 | 0.00% | +12,400+39.1% | 加碼 |
| EP Wealth Advisors, LLC | 43,632 | $99.6 萬 | 0.01% | +43,632 | 新進 |
| Seven Mile Advisory | 43,303 | $98.8 萬 | 0.17% | 00.0% | 不變 |
| Private Advisor Group, LLC | 43,253 | $98.7 萬 | 0.00% | +225+0.5% | 加碼 |
| Oder Investment Management, LLC | 43,151 | $98.5 萬 | 0.71% | −653−1.5% | 減碼 |
| Oppenheimer & Co Inc | 37,901 | $86.5 萬 | 0.01% | +8,239+27.8% | 加碼 |
| Kestra Advisory Services, LLC | 36,425 | $83.1 萬 | 0.00% | +7,533+26.1% | 加碼 |
| Evolve Private Wealth, LLC | 34,009 | $77.6 萬 | 0.05% | +34,009 | 新進 |
| M&T Bank Corp | 32,383 | $73.9 萬 | 0.00% | +15,703+94.1% | 加碼 |
| Private Trust Co NA | 30,667 | $70.0 萬 | 0.06% | +1,000+3.4% | 加碼 |
| MML Investors Services, LLC | 29,241 | $66.7 萬 | 0.00% | +12,102+70.6% | 加碼 |
| Petra Financial Advisors Inc | 28,560 | $65.2 萬 | 0.38% | +860+3.1% | 加碼 |
| Integrated Wealth Concepts LLC | 28,337 | $64.7 萬 | 0.01% | −3,018−9.6% | 減碼 |
| Janney Montgomery Scott LLC | 27,547 | $62.9 萬 | 0.00% | +9,007+48.6% | 加碼 |
| Jefferies Financial Group Inc. | 26,485 | $60.4 萬 | 0.00% | +500+1.9% | 加碼 |
| Andrew Hill Investment Advisors, Inc. | 26,154 | $59.7 萬 | 0.45% | 00.0% | 不變 |
| Closed-End Fund Advisors, Inc. | 24,907 | $56.8 萬 | 0.34% | +24,907 | 新進 |
| Invesco Ltd. | 24,869 | $56.8 萬 | 0.00% | +24,869 | 新進 |
| Encompass Wealth Advisors, LLC | 24,400 | $55.7 萬 | 0.19% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 23,472 | $53.6 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 22,314 | $50.9 萬 | 0.00% | +71+0.3% | 加碼 |
| Magnus Financial Group LLC | 21,399 | $48.8 萬 | 0.04% | −1,745−7.5% | 減碼 |
| Integrated Capital Management, Inc. | 21,377 | $48.8 萬 | 0.32% | −594−2.7% | 減碼 |
| Ackerman Capital Advisors, LLC | 21,088 | $48.1 萬 | 0.10% | +930+4.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 20,702 | $47.2 萬 | 0.00% | +6,981+50.9% | 加碼 |
| Successful Portfolios LLC | 20,032 | $45.3 萬 | 0.23% | −1,675−7.7% | 減碼 |
| CWM, LLC | 19,800 | $45.2 萬 | 0.00% | +300+1.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 19,253 | $43.9 萬 | 0.01% | +140+0.7% | 加碼 |
| AQR Capital Management LLC | 18,539 | $42.3 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 18,527 | $42.3 萬 | 0.01% | +11+0.1% | 加碼 |
| Covenant Asset Management, LLC | 18,490 | $42.2 萬 | 0.08% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 17,715 | $40.4 萬 | 0.00% | −2,335−11.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 17,100 | $39.0 萬 | 0.00% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 16,825 | $38.4 萬 | 0.03% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,385 | $35.1 萬 | 0.01% | −215−1.4% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 15,249 | $34.8 萬 | 0.06% | +124+0.8% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 14,550 | $33.2 萬 | 0.05% | −500−3.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 14,310 | $32.7 萬 | 0.00% | +153+1.1% | 加碼 |
| Cary Street Partners Financial LLC | 13,539 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| Franklin Resources Inc | 13,250 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 13,259 | $30.2 萬 | 0.00% | +13,259 | 新進 |
| Edge Wealth Management LLC | 13,000 | $29.7 萬 | 0.05% | 00.0% | 不變 |
| Tamar Securities, LLC | 12,360 | $28.2 萬 | 0.03% | +9+0.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 12,295 | $28.1 萬 | 0.01% | +9+0.1% | 加碼 |
| Avise Financial Cooperative, Inc. | 12,250 | $28.0 萬 | 0.25% | +12,250 | 新進 |