Creative Planning
Position in BTT — BlackRock Municipal 2030 Target Term Trust
CIK 1540235
OVERLAND PARK, KS
Position in BTT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$207,662
-$15,252 QoQ
Shares Held
9,128
-7.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 141 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Creative Planning holds $559,880,439 across 178 Asset Management names. BTT ranks #140 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
436,815 | $51,400,020 | |
| 2 | TROW |
Price T Rowe Group Inc
|
420,488 | $47,805,280 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
885,994 | $37,734,483 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
3,086,927 | $32,505,340 | |
| 5 | BLK |
BlackRock, Inc.
|
33,365 | $32,082,448 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,288,752 | $30,556,309 | |
| 7 | 452,530 | $23,508,932 | |||
| 8 | STT |
State Street Corp
|
137,249 | $23,277,430 |
All Filings in BTT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,662 | 9,128 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $222,914 | 9,820 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $208,323 | 9,129 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $205,037 | 9,129 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $295,951 | 14,249 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $319,037 | 15,149 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $307,507 | 14,784 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $284,822 | 14,674 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $304,925 | 14,674 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $318,719 | 14,674 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $312,409 | 14,674 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $301,110 | 14,674 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $359,915 | 16,249 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $383,963 | 16,249 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $421,336 | 16,249 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $414,674 | 16,249 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $373,751 | 14,249 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $362,067 | 14,249 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $365,914 | 14,249 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $356,082 | 14,249 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $421,716 | 17,749 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $430,897 | 18,999 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||