WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in BTT — BlackRock Municipal 2030 Target Term Trust
CIK 752365
SOUTH BEND, IN
Position in BTT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,624,918
+$3,571 QoQ
Shares Held
71,425
0.0% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#39
of 141 holders
Holding Since
Jun 2020
25 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, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $13,189,379 across 9 Asset Management names. BTT ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
34,803 | $6,050,153 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
This page
|
71,425 | $1,624,918 | |
| 3 | KKR |
KKR & Co. Inc.
|
13,797 | $1,266,288 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
29,197 | $1,243,500 | |
| 5 | BX |
Blackstone Inc.
|
10,566 | $1,243,301 | |
| 6 | BLK |
BlackRock, Inc.
|
493 | $474,049 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
37,009 | $469,274 | |
| 8 | ETX |
Eaton Vance Municipal Income 2028 Term Trust
|
21,875 | $410,156 |
All Filings in BTT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,624,918 | 71,425 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,621,347 | 71,425 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,947,481 | 85,341 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,916,713 | 85,339 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,030,319 | 92,751 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,201,253 | 103,686 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,346,621 | 113,969 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,898,355 | 134,059 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,182,026 | 153,203 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,748,911 | 178,011 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,103,153 | 197,267 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,904,903 | 201,180 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,354,116 | 209,534 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,821,709 | 221,994 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,503,814 | 211,546 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,395,732 | 214,217 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,552,312 | 205,522 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,604,281 | 194,849 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,948,403 | 190,837 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,952,640 | 194,069 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $4,928,144 | 187,882 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,747,121 | 186,821 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,562,694 | 177,675 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,348,210 | 173,998 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,098,267 | 172,486 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||