AJ Wealth Strategies’s BlackRock Income Trust BKT Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$338K	Hold	27,770	–	–	0.02%	219
2023 Q1	$350K	Hold	27,770	–	–	0.02%	217
2022 Q4	$343K	Hold	27,770	–	–	0.02%	217
2022 Q3	$345K	Hold	27,770	–	–	0.02%	221
2022 Q2	$378K	Hold	27,770	–	–	0.02%	212
2022 Q1	$427K	Sell	27,770 -158,714	-85%	-$2.49M	0.02%	214
2021 Q4	$3.16M	Buy	186,484 +341	+0.2%	+$6.07K	0.15%	65
2021 Q3	$3.41M	Sell	186,143 -584	-0.3%	-$11.2K	0.18%	57
2021 Q2	$3.55M	Buy	186,727 +82,324	+79%	+$1.53M	0.21%	51
2021 Q1	$1.91M	Buy	104,403 +14,022	+16%	+$257K	0.14%	75
2020 Q4	$1.65M	Buy	90,381 +18,173	+25%	+$333K	0.14%	68
2020 Q3	$1.32M	Buy	72,208 +29,992	+71%	+$555K	0.13%	69
2020 Q2	$781K	Buy	+42,216	New	+$771K	0.09%	98

Other funds holding BKT

SIA

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJFSA

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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

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

VRM

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

AJ Wealth Strategies's BKT Position: Q2 2023 in Review

AJ Wealth Strategies held its BlackRock Income Trust (BKT) position steady in Q2 2023 at 27,770 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #219.

AJ Wealth Strategies first reported a position in BKT in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.55M in Q2 2021. 58 funds tracked by Wall St. Rank hold BKT as of Q2 2023.

AJ Wealth Strategies held 27,770 shares of BlackRock Income Trust worth $338K as of Q2 2023.
AJ Wealth Strategies left its BlackRock Income Trust share count unchanged in Q2 2023.
BlackRock Income Trust made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #219 holding.
AJ Wealth Strategies first reported a position in BlackRock Income Trust in Q2 2020 and has held it in 13 quarters since.
AJ Wealth Strategies's BlackRock Income Trust position peaked at $3.55M in Q2 2021.
58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.