Everest Financial Group LLC
Position in BTT — BlackRock Municipal 2030 Target Term Trust
CIK 2056391
MINNEAPOLIS, MN
Position in BTT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$278,642
New position
Shares Held
12,275
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Everest Financial Group LLC holds $7,148,816 across 7 Asset Management names. BTT ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
188,965 | $4,608,856 | |
| 2 | BLK |
BlackRock, Inc.
|
731 | $703,010 | |
| 3 | FSK |
FS KKR Capital Corp
|
48,506 | $493,791 | |
| 4 | PTY |
Pimco Corporate & Income Opportunity Fund
|
39,822 | $480,253 | |
| 5 | BX |
Blackstone Inc.
|
4,023 | $462,604 | |
| 6 | BTT |
BlackRock Municipal 2030 Target Term Trust
This page
|
12,275 | $278,642 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
11,000 | $121,660 |
All Filings in BTT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,642 | 12,275 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||