BTT BLACKROCK MUN 2030 TAR TERM TR COM SHS BEN IN

Ownership history in WealthBridge Capital Management, LLC  ·  29 quarters on record

AI Ownership Summary

WealthBridge Capital Management, LLC reported BLACKROCK MUN 2030 TAR TERM TR COM SHS BEN IN (BTT) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.49% in 2023 Q4. The latest visible filing shows BTT at 0.99% 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 WealthBridge Capital Management, LLC's position in BLACKROCK MUN 2030 TAR TERM TR COM SHS BEN IN, 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

BTT was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.49% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

How WealthBridge Capital Management, LLC held BTT — position size vs. price
% of Fund (quarterly)    BTT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 190,045 +372 +0.2% 0.99% $4.3M 2026-02-14 (Est.) $22.75
2025 Q3 REDUCED 189,673 -11,603 -5.8% 1.00% $4.3M 2025-11-07 $22.28
2025 Q2 REDUCED 201,276 -26,104 -11.5% 1.12% $4.4M 2025-08-12 $21.96
2025 Q1 REDUCED 227,380 -6,141 -2.6% 1.36% $4.8M 2025-04-25 $20.67
2024 Q4 REDUCED 233,521 -9,995 -4.1% 1.34% $4.8M 2025-02-03 $20.49
2024 Q3 REDUCED 243,516 -2,267 -0.9% 1.50% $5.3M 2024-10-07 $20.73
2024 Q2 REDUCED 245,783 -59,275 -19.4% 1.68% $5.1M 2024-08-02 $20.39
2024 Q1 REDUCED 305,058 -13,941 -4.4% 2.16% $6.4M 2024-04-30 $19.50
2023 Q4 REDUCED 318,999 -62,721 -16.4% 2.49% $6.6M 2024-02-12 $20.12
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WealthBridge Capital Management, 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 WealthBridge Capital Management, LLC reported owning BTT?

WealthBridge Capital Management, LLC reported BTT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BTT position in WealthBridge Capital Management, LLC's portfolio?

The largest reported portfolio weight for BTT was 2.49% in 2023 Q4.

What is the latest reported BTT position on this page?

The most recent filing on this page is 2025 Q4, when WealthBridge Capital Management, LLC reported 190,045 shares, equal to 0.99% of portfolio, with an estimated market value of $4.3M.

What does the chart on this BTT ownership page compare?

The chart compares WealthBridge Capital Management, 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.

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