Beverly Hills Private Wealth, LLC

Position in BTT — BlackRock Municipal 2030 Target Term Trust

CIK 1965710 BEVERLY HILLS, CA

Position in BTT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,762,734

+$585,637 QoQ

Shares Held

253,307

+11.1% QoQ

Ownership

0.398%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#18

of 141 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $28,018,338 across 17 Asset Management names. BTT ranks #1 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTT	BlackRock Municipal 2030 Target Term Trust This page	253,307	$5,762,734
2	DTF	Dtf Tax-Free Income 2028 Term Fund Inc	335,921	$3,879,886
3	MUC	Blackrock Muniholdings California Quality Fund, Inc.	254,357	$2,795,383
4	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	190,812	$2,638,929
5	NBXG	Neuberger Next Generation Connectivity Fund Inc.	119,258	$1,972,527
6	BLK	BlackRock, Inc.	1,817	$1,747,154
7	BEN	Franklin Resources Inc	50,383	$1,676,241
8	AMP	Ameriprise Financial Inc	3,524	$1,616,669

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,762,734	253,307	+11.1%	Shares	Other	2026-08-07
2026-03-31	$5,177,097	228,066	+30.6%	Shares	Sole	2026-05-04
2025-12-31	$3,986,471	174,692	+8.5%	Shares	Sole	2026-02-17
2025-09-30	$3,614,757	160,942	-2.4%	Shares	Defined	2025-11-10
2025-06-30	$3,609,200	164,879	-4.8%	Shares	Defined	2025-07-29
2025-03-31	$3,676,632	173,181	+17.6%	Shares	Defined	2025-04-30
2024-12-31	$3,031,938	147,253	+7.0%	Shares	Sole	2025-02-14
2024-09-30	$2,976,273	137,663	+28.8%	Shares	Sole	2024-11-12
2024-06-30	$2,220,707	106,919	+74.5%	Shares	Sole	2024-08-08
2024-03-31	$1,290,071	61,257	+71.1%	Shares	Defined	2024-05-09
2023-12-31	$744,743	35,805	—	Shares	Defined	2024-01-30
No filing history on record for this holder in this stock.