Integrated Wealth Concepts LLC
Position in BTT — BlackRock Municipal 2030 Target Term Trust
CIK 1737109
WALTHAM, MA
Position in BTT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,125,442
+$480,535 QoQ
Shares Held
49,470
+74.1% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#50
of 141 holders
Holding Since
Sep 2021
20 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, 2026Integrated Wealth Concepts LLC holds $168,150,866 across 327 Asset Management names. BTT ranks #37 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
669,243 | $20,191,061 | |
| 2 | BX |
Blackstone Inc.
|
72,843 | $8,571,435 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
598,905 | $7,791,754 | |
| 4 | GOF |
Guggenheim Strategic Opportunities Fund
|
554,462 | $6,054,725 | |
| 5 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
529,787 | $5,986,593 | |
| 6 | MAIN |
Main Street Capital CORP
|
90,172 | $4,678,123 | |
| 7 | BLK |
BlackRock, Inc.
|
4,756 | $4,573,179 | |
| 8 | ADX |
Adams Diversified Equity Fund, Inc.
|
162,590 | $4,154,174 |
All Filings in BTT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125,442 | 49,470 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $644,907 | 28,410 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $646,650 | 28,337 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $704,233 | 31,355 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $692,139 | 31,619 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $679,529 | 32,008 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $738,830 | 35,883 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $842,488 | 38,968 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $736,504 | 35,460 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $914,067 | 43,403 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $942,822 | 45,328 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $911,280 | 46,949 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $413,999 | 19,923 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $432,249 | 19,901 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $423,372 | 19,886 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $407,404 | 19,854 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $439,278 | 19,832 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $468,086 | 19,809 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $482,194 | 18,596 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $473,906 | 18,570 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||