Summit Trail Advisors, LLC

Position in BTT — BlackRock Municipal 2030 Target Term Trust

CIK 1698478 NEW YORK, NY

Position in BTT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$661,274

+$211,973 QoQ

Shares Held

29,067

+46.9% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#66

of 141 holders

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $95,907,094 across 66 Asset Management names. BTT ranks #43 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	172,955	$20,462,306
2	BLK	BlackRock, Inc.	6,175	$5,937,633
3	RJF	Raymond James Financial Inc	28,710	$4,364,781
4	BX	Blackstone Inc.	34,145	$4,017,842
5	BEN	Franklin Resources Inc	95,821	$3,187,964
6	STT	State Street Corp	17,866	$3,030,073
7	NTRS	Northern Trust Corp	16,964	$2,949,021
8	JHG	Janus Henderson Group Ltd.	49,181	$2,554,952

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,274	29,067	+46.9%	Shares	Sole	2026-08-11
2026-03-31	$449,301	19,793	+151.4%	Shares	Sole	2026-05-12
2021-12-31	$204,146	7,873	-75.1%	Shares	Sole	2022-02-11
2021-09-30	$806,049	31,585	-31.1%	Shares	Sole	2021-11-16
2021-06-30	$1,202,409	45,841	-0.4%	Shares	Sole	2021-08-16
2021-03-31	$1,169,723	46,034	+30.4%	Shares	Sole	2021-05-17
2020-12-31	$906,426	35,297	+37.2%	Shares	Sole	2021-02-16
2020-09-30	$642,842	25,724	-4.6%	Shares	Sole	2020-11-16
2020-06-30	$640,807	26,970	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.