ENCOMPASS WEALTH ADVISORS, LLC
Position in BTT — BlackRock Municipal 2030 Target Term Trust
CIK 1849614
PORTLAND, OR
Position in BTT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$555,100
+$1,220 QoQ
Shares Held
24,400
0.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#72
of 141 holders
Holding Since
Dec 2020
23 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, 2026ENCOMPASS WEALTH ADVISORS, LLC holds $791,910 across 2 Asset Management names. BTT ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
This page
|
24,400 | $555,100 | |
| 2 | MHD |
Blackrock Muniholdings Fund, Inc.
|
19,900 | $236,810 |
All Filings in BTT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,100 | 24,400 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $553,880 | 24,400 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $556,808 | 24,400 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $548,024 | 24,400 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $534,116 | 24,400 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $518,012 | 24,400 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $502,396 | 24,400 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $527,528 | 24,400 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $506,788 | 24,400 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $513,864 | 24,400 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $507,520 | 24,400 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $473,604 | 24,400 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $507,032 | 24,400 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $529,968 | 24,400 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $519,476 | 24,400 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $500,688 | 24,400 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $540,460 | 24,400 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $576,572 | 24,400 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $632,692 | 24,400 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $622,688 | 24,400 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $640,012 | 24,400 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $620,004 | 24,400 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $626,592 | 24,400 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||