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BlackRock 2030 Muni Trgt TRM (BTT)

CUSIP: 09257P105 | US | Financial Services · Asset Management | Small Cap | 463 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Mackay Shields LLC1,967,980
1.6% of portfolio›$43.0M
Sentinel Trust Co LBA1,917,598
5.4% of portfolio›$41.9M
Allspring Global Investments Holdings, LLC1,794,332
0.1% of portfolio›$39.2M
Hennion & Walsh Asset Management, Inc.833,167
0.5% of portfolio›$18.2M
City of London Investment Management Co LTD476,815
0.7% of portfolio›$10.4M
Narwhal Capital Management357,201
0.5% of portfolio›$7.8M
Beverly Hills Private Wealth, LLC312,029
1.2% of portfolio›$6.8M
WealthBridge Capital Management, LLC179,501
0.8% of portfolio›$3.9M
Maltin Wealth Management, Inc.115,681
0.8% of portfolio›$2.5M
Hara Capital LLC110,087
1.2% of portfolio›$2.4M
Waterfront Wealth Inc.92,705
0.3% of portfolio›$2.1M
Amplius Wealth Advisors, LLC91,765
0.1% of portfolio›$2.0M
Park Avenue Securities LLC77,759
0.0% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC62,724
0.0% of portfolio›$1.4M
Seed Wealth Management, Inc.59,170
0.8% of portfolio›$1.3M
Commonwealth Equity Services, LLC51,640
0.0% of portfolio›$1.1M
Encompass Wealth Advisors, LLC48,800
0.2% of portfolio›$1.1M
Gridiron Partners, LLC45,646
0.5% of portfolio›$996.9K
Pinnacle Associates LTD35,985
0.0% of portfolio›$785.9K
Oppenheimer & Co Inc30,682
0.0% of portfolio›$670.1K
Private Trust Co NA30,667
0.1% of portfolio›$669.8K
B. Riley Wealth Advisors, Inc.30,501
0.0% of portfolio›$666.1K
Kestra Advisory Services, LLC27,031
0.0% of portfolio›$590.4K
Andrew Hill Investment Advisors, Inc.25,705
0.4% of portfolio›$561.4K
Wilmington Savings Fund Society, FSB23,472
0.0% of portfolio›$512.6K
Closed-End Fund Advisors, Inc.22,775
0.5% of portfolio›$497.4K
Magnus Financial Group LLC21,504
0.0% of portfolio›$469.6K
Concurrent Investment Advisors, LLC20,570
0.0% of portfolio›$449.2K
Integrity Wealth Partners, LLC20,400
0.3% of portfolio›$445.5K
Successful Portfolios LLC20,032
0.2% of portfolio›$436.5K
Avior Wealth Management, LLC16,269
0.0% of portfolio›$355.3K
Aviance Capital Partners, LLC16,000
0.0% of portfolio›$349.4K
Blue Bell Private Wealth Management, LLC14,550
0.0% of portfolio›$317.8K
Covenant Asset Management, LLC14,090
0.0% of portfolio›$307.7K
Integrated Capital Management, Inc.13,433
0.2% of portfolio›$293.4K
Kestra Private Wealth Services, LLC13,328
0.0% of portfolio›$291.1K
Apollon Wealth Management, LLC13,165
0.0% of portfolio›$287.5K
Edge Wealth Management LLC13,000
0.0% of portfolio›$284.4K
Cambridge Investment Research Advisors, Inc.11,250
0.0% of portfolio›$246.0K
Tamar Securities, LLC10,752
0.0% of portfolio›$234.8K
Summit Financial Wealth Advisors, LLC10,150
0.0% of portfolio›$221.7K
Ashurst Perkins Coie Trust Co7,091
0.0% of portfolio›$154.9K
Harbor Investment Advisory, LLC6,476
0.0% of portfolio›$141.4K
Key FInancial Inc3,878
0.0% of portfolio›$84.7K
Fifth Third Bancorp3,115
0.0% of portfolio›$68.0K
Farther Finance Advisors, LLC3,000
0.0% of portfolio›$65.5K
Noble Wealth Management PBC2,953
0.0% of portfolio›$64.5K
CoreCap Advisors, LLC2,500
0.0% of portfolio›$54.6K
Chapman Financial Group, LLC2,000
0.0% of portfolio›$43.7K
Westside Investment Management, Inc.1,834
0.0% of portfolio›$40.1K
Clark Wealth Partners1,330
0.0% of portfolio›$29.1K
US Bancorp \de\1,200
0.0% of portfolio›$26.2K
Madden Securities Corp1,000
0.0% of portfolio›$21.8K
Rosenberg Matthew Hamilton740
0.0% of portfolio›$16.2K
Bank of New Hampshire500
0.0% of portfolio›$10.9K
Evolution Wealth Management Inc.100
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
Mackay Shields LLC
1,967,980$43.0M1.6%Deep ValueLowNew York, NY2026-10-13
Sentinel Trust Co LBA
1,917,598$41.9M5.4%ETFVery LowHouston, TX2026-11-03
Allspring Global Investments Holdings, LLC
1,794,332$39.2M0.1%CoreMediumCharlotte, NC2026-11-04
Hennion & Walsh Asset Management, Inc.
833,167$18.2M0.5%ValueMediumParsippany, NJ2026-10-13
City of London Investment Management Co LTD
476,815$10.4M0.7%YieldMediumLondon, United Kingdom2026-10-30
Narwhal Capital Management
357,201$7.8M0.5%CoreLowMarietta, GA2026-11-04
Beverly Hills Private Wealth, LLC
312,029$6.8M1.2%ValueMediumBeverly Hills, CA2026-11-04
WealthBridge Capital Management, LLC
179,501$3.9M0.8%ETFLowWesterville, OH2026-10-16
Maltin Wealth Management, Inc.
115,681$2.5M0.8%ETFMediumRidgewood, NJ2026-10-13
Hara Capital LLC
110,087$2.4M1.2%Deep ValueMediumBellevue, WA2026-10-30
Waterfront Wealth Inc.
92,705$2.1M0.3%ValueLowOverland Park, KS2026-11-03
Amplius Wealth Advisors, LLC
91,765$2.0M0.1%ETFLowBlue Bell, PA2026-10-20
Park Avenue Securities LLC
77,759$1.7M0.0%ETFMediumNew York, NY2026-10-26
Wealth Enhancement Advisory Services, LLC
62,724$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Seed Wealth Management, Inc.
59,170$1.3M0.8%ETFMediumEvanston, IL2026-10-20
Commonwealth Equity Services, LLC
51,640$1.1M0.0%ETFLowWaltham, MA2026-11-02
Encompass Wealth Advisors, LLC
48,800$1.1M0.2%ETFVery LowPortland, OR2026-10-15
Gridiron Partners, LLC
45,646$996.9K0.5%ETFLowWexford, PA2026-10-08
Pinnacle Associates LTD
35,985$785.9K0.0%CoreLowNew York, NY2026-10-20
Oppenheimer & Co Inc
30,682$670.1K0.0%CoreLowNew York, NY2026-10-26
Private Trust Co NA
30,667$669.8K0.1%CoreLowCleveland, OH2026-10-20
B. Riley Wealth Advisors, Inc.
30,501$666.1K0.0%GrowthLowMemphis, TN2026-10-13
Kestra Advisory Services, LLC
27,031$590.4K0.0%CoreLowAustin, TX2026-11-02
Andrew Hill Investment Advisors, Inc.
25,705$561.4K0.4%GrowthHighNaples, FL2026-10-22
Wilmington Savings Fund Society, FSB
23,472$512.6K0.0%CoreLowWilmington, DE2026-10-23
Closed-End Fund Advisors, Inc.
22,775$497.4K0.5%YieldMediumRichmond, VA2026-11-04
Magnus Financial Group LLC
21,504$469.6K0.0%ETFLowNew York, NY2026-10-21
Concurrent Investment Advisors, LLC
20,570$449.2K0.0%GrowthMediumTampa, FL2026-10-16
Integrity Wealth Partners, LLC
20,400$445.5K0.3%ETFN/AWalnut Creek, CA2026-10-14
Successful Portfolios LLC
20,032$436.5K0.2%CoreVery LowClearwater, FL2026-10-09
Avior Wealth Management, LLC
16,269$355.3K0.0%ETFMediumOmaha, NE2026-10-13
Aviance Capital Partners, LLC
16,000$349.4K0.0%CoreLowNaples, FL2026-10-29
Blue Bell Private Wealth Management, LLC
14,550$317.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Covenant Asset Management, LLC
14,090$307.7K0.0%Agg GrowthMediumChester, NJ2026-10-14
Integrated Capital Management, Inc.
13,433$293.4K0.2%ETFLowJessup, PA2026-10-09
Kestra Private Wealth Services, LLC
13,328$291.1K0.0%GrowthLowAustin, TX2026-10-30
Apollon Wealth Management, LLC
13,165$287.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Edge Wealth Management LLC
13,000$284.4K0.0%CoreLowNew York, NY2026-10-13
Cambridge Investment Research Advisors, Inc.
11,250$246.0K0.0%ETFLowFairfield, IA2026-11-02
Tamar Securities, LLC
10,752$234.8K0.0%CoreLowWoodland Hills, CA2026-11-03
Summit Financial Wealth Advisors, LLC
10,150$221.7K0.0%ETFLowLafayette, LA2026-10-15
Ashurst Perkins Coie Trust Co
7,091$154.9K0.0%CoreVery LowSeattle, WA2026-10-15
Harbor Investment Advisory, LLC
6,476$141.4K0.0%GrowthLowLutherville, MD2026-10-13
Key FInancial Inc
3,878$84.7K0.0%ETFLowWest Chester, PA2026-11-02
Fifth Third Bancorp
3,115$68.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
3,000$65.5K0.0%IndexLowSan Francisco, CA2026-10-08
Noble Wealth Management PBC
2,953$64.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
CoreCap Advisors, LLC
2,500$54.6K0.0%ETFMediumSouthfield, MI2026-10-08
Chapman Financial Group, LLC
2,000$43.7K0.0%CoreVery LowHonolulu, HI2026-10-26
Westside Investment Management, Inc.
1,834$40.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Clark Wealth Partners
1,330$29.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
US Bancorp \de\
1,200$26.2K0.0%IndexLowMinneapolis, MN2026-11-05
Madden Securities Corp
1,000$21.8K0.0%GrowthMediumDallas, TX2026-10-27
Rosenberg Matthew Hamilton
740$16.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Bank of New Hampshire
500$10.9K0.0%CoreLowLaconia, NH2026-10-06
Evolution Wealth Management Inc.
100$2.2K0.0%ETFMediumFort Myers, FL2026-10-28