9258 Wealth Management’s BlackRock Income Trust BKT Stock Holding History

9258 Wealth Management’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,000	Closed	-$170K	–	361
2021 Q4	$170K	Hold	10,000	–	–	0.04%	351
2021 Q3	$183K	Hold	10,000	–	–	0.05%	329
2021 Q2	$190K	Hold	10,000	–	–	0.05%	332
2021 Q1	$183K	Hold	10,000	–	–	0.05%	315
2020 Q4	$182K	Hold	10,000	–	–	0.06%	294
2020 Q3	$184K	Hold	10,000	–	–	0.07%	273
2020 Q2	$185K	Hold	10,000	–	–	0.08%	258
2020 Q1	$180K	Hold	10,000	–	–	0.08%	243
2019 Q4	$182K	Hold	10,000	–	–	0.07%	290
2019 Q3	$182K	Buy	+10,000	New	+$181K	0.14%	162

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

9258 Wealth Management's BKT Position: Q1 2022 in Review

9258 Wealth Management sold out of BlackRock Income Trust (BKT) in Q1 2022, closing a stake of 10,000 shares — an estimated $170K sold.

9258 Wealth Management first reported a position in BKT in Q3 2019 and held it in 10 quarters. The position peaked at $190K in Q2 2021. 80 funds tracked by Wall St. Rank hold BKT as of Q1 2022.

9258 Wealth Management reported no remaining BlackRock Income Trust position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 10,000 BlackRock Income Trust shares in Q1 2022, an estimated $170K.
9258 Wealth Management first reported a position in BlackRock Income Trust in Q3 2019 and held it in 10 quarters.
9258 Wealth Management's BlackRock Income Trust position peaked at $190K in Q2 2021.
80 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.