180 Wealth Advisors’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-26,553
| Closed | -$297K | – | 479 |
|
|
2025
Q4 | $297K | Hold |
26,553
| – | – | 0.03% | 368 |
|
|
2025
Q3 | $301K | Sell |
26,553
-1,217
| -4% | -$13.3K | 0.04% | 361 |
|
|
2025
Q2 | $303K | Hold |
27,770
| – | – | 0.04% | 335 |
|
|
2025
Q1 | $319K | Hold |
27,770
| – | – | 0.05% | 308 |
|
|
2024
Q4 | $310K | Sell |
27,770
-500
| -2% | -$6.12K | 0.05% | 317 |
|
|
2024
Q3 | $365K | Hold |
28,270
| – | – | 0.06% | 296 |
|
|
2024
Q2 | $341K | Hold |
28,270
| – | – | 0.06% | 296 |
|
|
2024
Q1 | $351K | Hold |
28,270
| – | – | 0.06% | 264 |
|
|
2023
Q4 | $338K | Hold |
28,270
| – | – | 0.07% | 253 |
|
|
2023
Q3 | $286K | Hold |
28,270
| – | – | 0.06% | 269 |
|
|
2023
Q2 | $332K | Buy |
28,270
+630
| +2% | +$7.26K | 0.07% | 240 |
|
|
2023
Q1 | $334K | Hold |
27,640
| – | – | 0.08% | 243 |
|
|
2022
Q4 | $342K | Hold |
27,640
| – | – | 0.08% | 239 |
|
|
2022
Q3 | $346K | Buy |
27,640
+500
| +2% | +$7.29K | 0.1% | 213 |
|
|
2022
Q2 | $375K | Hold |
27,140
| – | – | 0.1% | 201 |
|
|
2022
Q1 | $376K | Buy |
27,140
+8,590
| +46% | +$137K | 0.08% | 229 |
|
|
2021
Q4 | $301K | Buy |
18,550
+4,575
| +33% | +$79.4K | 0.07% | 275 |
|
|
2021
Q3 | $257K | Buy |
+13,975
| New | +$256K | 0.06% | 302 |
|
180 Wealth Advisors's BKN Position: Q1 2026 in Review
180 Wealth Advisors sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2026, closing a stake of 26,553 shares — an estimated $297K sold.
180 Wealth Advisors first reported a position in BKN in Q3 2021 and held it in 18 quarters. The position peaked at $376K in Q1 2022. 0 funds tracked by Wall St. Rank hold BKN as of Q1 2026.
- 180 Wealth Advisors reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2026 after selling out during the quarter.
- 180 Wealth Advisors sold 26,553 BlackRock Investment Quality Municipal Trust shares in Q1 2026, an estimated $297K.
- 180 Wealth Advisors first reported a position in BlackRock Investment Quality Municipal Trust in Q3 2021 and held it in 18 quarters.
- 180 Wealth Advisors's BlackRock Investment Quality Municipal Trust position peaked at $376K in Q1 2022.
- 0 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2026.
Based on 180 Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.