Everest Financial Group LLC
Position in BTT — BlackRock Municipal 2030 Target Term Trust
CIK 2056391
MINNEAPOLIS, MN
Position in BTT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$279,256
+$614 QoQ
Shares Held
12,275
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#101
of 141 holders
Holding Since
Mar 2026
2 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, 2026Everest Financial Group LLC holds $2,468,755 across 6 Asset Management names. BTT ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
742 | $713,477 | |
| 2 | FSK |
FS KKR Capital Corp
|
45,539 | $478,159 | |
| 3 | BX |
Blackstone Inc.
|
4,015 | $472,445 | |
| 4 | PTY |
Pimco Corporate & Income Opportunity Fund
|
34,302 | $412,653 | |
| 5 | BTT |
BlackRock Municipal 2030 Target Term Trust
This page
|
12,275 | $279,256 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
10,374 | $112,765 |
All Filings in BTT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,256 | 12,275 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $278,642 | 12,275 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||