SIT INVESTMENT ASSOCIATES INC BTA — BLACKROCK LT MUNI ADVNT COMMON

Ownership history in SIT INVESTMENT ASSOCIATES INC  ·  72 quarters on record

AI Ownership Summary

SIT INVESTMENT ASSOCIATES INC reported BLACKROCK LT MUNI ADVNT COMMON (BTA) in 72 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.14% in 2025 Q4. The latest visible filing shows BTA at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIT INVESTMENT ASSOCIATES INC's position in BLACKROCK LT MUNI ADVNT COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BTA was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTA stock page SIT INVESTMENT ASSOCIATES INC fund profile SIT INVESTMENT ASSOCIATES INC full holdings
How SIT INVESTMENT ASSOCIATES INC held BTA — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 743,577 +375,419 +102.0% 0.14% $6.9M 2026-02-12 $9.71
2025 Q3 ADDED — — — 368,158 +252,906 +219.4% 0.07% $3.5M 2025-11-13 $9.31
2025 Q2 REDUCED — — — 115,252 -7,957 -6.5% 0.02% $1.1M 2025-08-14 $8.68
2025 Q1 REDUCED — — — 123,209 -6,051 -4.7% 0.03% $1.2M 2025-05-13 $8.83
2024 Q4 UNCHANGED — — — 129,260 — 0% 0.03% $1.3M 2025-02-13 $9.15
2024 Q3 UNCHANGED — — — 129,260 — 0% 0.03% $1.4M 2024-11-13 $9.65
2024 Q2 UNCHANGED — — — 129,260 — 0% 0.03% $1.3M 2024-08-14 $9.61
2024 Q1 REDUCED — — — 129,260 -1,100 -0.8% 0.03% $1.3M 2024-05-14 $9.12
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BTA

As of 2025 Q4 — sorted by position size

Noble Wealth Management PBC 0.72% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.25% MELFA WEALTH MANAGEMENT, INC. 3Y 0.24% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.2% Palogic Value Management, L.P. 3Y 0.15% Arlington Capital Management, Inc. 3Y 7Y 0.11% Hennion & Walsh Asset Management, Inc. 3Y 0.08% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.07% River Street Advisors LLC 3Y 0.07% Tyche Wealth Partners LLC 0.06%

FAQ About SIT INVESTMENT ASSOCIATES INC and BTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIT INVESTMENT ASSOCIATES INC reported owning BTA?

SIT INVESTMENT ASSOCIATES INC reported BTA across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BTA position in SIT INVESTMENT ASSOCIATES INC's portfolio?

The largest reported portfolio weight for BTA was 0.14% in 2025 Q4.

What is the latest reported BTA position on this page?

The most recent filing on this page is 2025 Q4, when SIT INVESTMENT ASSOCIATES INC reported 743,577 shares, equal to 0.14% of portfolio, with an estimated market value of $6.9M.

What does the chart on this BTA ownership page compare?

The chart compares SIT INVESTMENT ASSOCIATES INC's quarterly BTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIT INVESTMENT ASSOCIATES INC time their BTA position?

Based on 13F filing dates vs. subsequent BTA price moves, SIT INVESTMENT ASSOCIATES INC correctly timed 30 out of 61 reported position changes (49%). The annualised alpha on BTA relative to SPY over the holding period was -5.9%.

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