Ownership history in TrinityPoint Wealth, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in BLACKROCK MUN TARGET TERM TR (BTT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 21,499 | -111 | -0.5% | 0.07% | $465K | $20.81 |
| 2024 Q2 | REDUCED | 21,610 | -4,443 | -17.1% | 0.07% | $449K | $19.87 |
| 2024 Q1 | REDUCED | 26,053 | -1,218 | -4.5% | 0.09% | $549K | $20.01 |
| 2023 Q4 | REDUCED | 27,271 | -7,923 | -22.5% | 0.10% | $567K | $19.63 |
| 2023 Q3 | REDUCED | 35,194 | -5,805 | -14.2% | 0.14% | $683K | $18.20 |
| 2023 Q2 | REDUCED | 40,999 | -9,228 | -18.4% | 0.17% | $852K | $19.32 |
| 2023 Q1 | ADDED | 50,227 | +1,683 | +3.5% | 0.23% | $1.1M | $20.04 |
| 2022 Q4 | REDUCED | 48,544 | -1,748 | -3.5% | 0.24% | $1.0M | $19.49 |
| 2022 Q3 | REDUCED | 50,292 | -423 | -0.8% | 0.24% | $1.0M | $18.62 |
| 2022 Q2 | REDUCED | 50,715 | -2,018 | -3.8% | 0.25% | $1.1M | $19.94 |
As of 2025 Q4 — sorted by position size