Merit Financial Group, LLC
Position in BTT — BlackRock Municipal 2030 Target Term Trust
CIK 1621225
ALPHARETTA, GA
Position in BTT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,033,386
-$13,360 QoQ
Shares Held
441,028
-0.4% QoQ
Ownership
0.693%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#16
of 141 holders
Holding Since
Jun 2022
16 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, 2026Merit Financial Group, LLC holds $100,844,639 across 117 Asset Management names. BTT ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,854 | $12,359,888 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
This page
|
441,028 | $10,033,386 | |
| 3 | ARCC |
Ares Capital Corp
|
406,876 | $7,539,411 | |
| 4 | BX |
Blackstone Inc.
|
56,500 | $6,648,349 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
362,233 | $4,252,614 | |
| 6 | KKR |
KKR & Co. Inc.
|
34,227 | $3,141,350 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,529 | $2,995,239 | |
| 8 | BEN |
Franklin Resources Inc
|
81,520 | $2,712,167 |
All Filings in BTT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,033,386 | 441,028 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $10,046,746 | 442,588 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $10,521,707 | 461,074 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $10,579,332 | 471,030 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $10,311,065 | 471,040 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,087,094 | 475,134 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,822,130 | 477,034 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,394,528 | 480,783 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,134,949 | 487,961 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,342,608 | 491,102 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $10,867,334 | 522,468 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,325,246 | 531,955 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,843,331 | 329,323 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,812,718 | 129,499 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,898,429 | 89,170 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $1,315,311 | 59,382 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||