Edge Wealth Management LLC
Position in BTT — BlackRock Municipal 2030 Target Term Trust
CIK 1567163
NEW YORK, NY
Position in BTT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$295,750
+$650 QoQ
Shares Held
13,000
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#97
of 141 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Edge Wealth Management LLC holds $15,543,206 across 2 Asset Management names. BTT ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,857 | $15,247,456 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
This page
|
13,000 | $295,750 |
All Filings in BTT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,750 | 13,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $295,100 | 13,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $296,660 | 13,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $291,980 | 13,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $284,570 | 13,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $275,990 | 13,000 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $267,670 | 13,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $281,060 | 13,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $270,010 | 13,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $273,780 | 13,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $270,400 | 13,000 | Shares | Sole | 2024-01-11 | |
| 2020-06-30 | $321,852 | 13,546 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $520,415 | 22,946 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||