Key Financial Inc
Position in BTT — BlackRock Municipal 2030 Target Term Trust
CIK 1801720
WEST CHESTER, PA
Position in BTT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$88,030
+$65,398 QoQ
Shares Held
3,878
+232.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BTT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Key Financial Inc holds $3,208,212 across 64 Asset Management names. BTT ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
10,038 | $1,154,269 | |
| 2 | BLK |
BlackRock, Inc.
|
546 | $525,093 | |
| 3 | STT |
State Street Corp
|
2,269 | $287,164 | |
| 4 | NAD |
Nuveen Quality Municipal Income Fund
|
12,536 | $144,164 | |
| 5 | TROW |
Price T Rowe Group Inc
|
1,364 | $122,950 | |
| 6 | APO |
Apollo Global Management, Inc.
|
963 | $107,297 | |
| 7 | BTT |
BlackRock Municipal 2030 Target Term Trust
This page
|
3,878 | $88,030 | |
| 8 | EMF |
Templeton Emerging Markets Fund
|
4,736 | $82,832 |
All Filings in BTT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,030 | 3,878 | Shares | Sole | 2026-04-24 | |
| 2023-09-30 | $22,632 | 1,166 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $24,229 | 1,166 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $25,325 | 1,166 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $24,824 | 1,166 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $23,926 | 1,166 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $25,826 | 1,166 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $27,552 | 1,166 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||