Summit Financial Wealth Advisors, LLC BTT — BLACKROCK MUN TGT TERM

Ownership history in Summit Financial Wealth Advisors, LLC  ·  45 quarters on record

AI Ownership Summary

Summit Financial Wealth Advisors, LLC reported BLACKROCK MUN TGT TERM (BTT) in 45 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q1. The latest visible filing shows BTT at 0.03% 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 BTT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Financial Wealth Advisors, LLC's position in BLACKROCK MUN TGT TERM, 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
2026 Q2

BTT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q1

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 2026 Q2

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.

BTT stock page Summit Financial Wealth Advisors, LLC fund profile Summit Financial Wealth Advisors, LLC full holdings
How Summit Financial Wealth Advisors, LLC held BTT — position size vs. price
% of Fund (quarterly)    BTT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 10,150 — 0% 0.03% $231K 2026-07-15 $22.71
2026 Q1 UNCHANGED — — — 10,150 — 0% 0.03% $230K 2026-05-26 $22.71
2025 Q4 REDUCED 12.9% +0.0% ❌ 10,150 -1,500 -12.9% 0.03% $232K 2026-01-27 $22.49
2025 Q3 REDUCED 14.7% +0.9% ❌ 11,650 -2,000 -14.7% 0.04% $263K 2025-10-03 $22.06
2025 Q2 UNCHANGED — — — 13,650 — 0% 0.05% $299K 2025-09-29 $22.02
2025 Q1 REDUCED 13.9% +3.8% ❌ 13,650 -2,200 -13.9% 0.06% $290K 2025-05-14 $20.68
2024 Q4 REDUCED — — — 15,850 -225 -1.4% 0.07% $334K 2025-02-13 $20.51
2024 Q3 REDUCED 5.9% -4.8% ✅ 16,075 -1,000 -5.9% 0.07% $348K 2024-11-13 $20.39
2024 Q2 REDUCED 12.1% +4.8% ❌ 17,075 -2,350 -12.1% 0.07% $355K 2024-08-12 $20.26
2024 Q1 REDUCED — — — 19,425 -250 -1.3% 0.08% $409K 2024-05-02 $19.48
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BTT

As of 2026 Q2 — sorted by position size

SENTINEL TRUST CO LBA 3Y 7Y 2.57% Hennion & Walsh Asset Management, Inc. 3Y 0.51% Andrew Hill Investment Advisors, Inc. 3Y 0.43% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.22% Successful Portfolios LLC 3Y 7Y 0.21% Ritter Daniher Financial Advisory LLC / DE 3Y 0.05% Edge Wealth Management LLC 3Y 7Y 0.05% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.04% Noble Wealth Management PBC 0.04% Magnus Financial Group LLC 3Y 7Y 0.03%

FAQ About Summit Financial Wealth Advisors, LLC and BTT

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

How long has Summit Financial Wealth Advisors, LLC reported owning BTT?

Summit Financial Wealth Advisors, LLC reported BTT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BTT position in Summit Financial Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BTT was 0.08% in 2024 Q1.

What is the latest reported BTT position on this page?

The most recent filing on this page is 2026 Q2, when Summit Financial Wealth Advisors, LLC reported 10,150 shares, equal to 0.03% of portfolio, with an estimated market value of $231K.

What does the chart on this BTT ownership page compare?

The chart compares Summit Financial Wealth Advisors, LLC's quarterly BTT 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 Summit Financial Wealth Advisors, LLC time their BTT position?

Based on 13F filing dates vs. subsequent BTT price moves, Summit Financial Wealth Advisors, LLC correctly timed 11 out of 25 reported position changes (44%). The annualised alpha on BTT relative to SPY over the holding period was -31.5%.

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