Allworth Financial’s BlackRock Income Trust BKT Stock Holding History

Allworth Financial’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
2026 Q2	$20.2K	Sell	1,886 -1,887	-50%	-$20K	﹤0.01%	3195
2026 Q1	$39.9K	Hold	3,773	–	–	﹤0.01%	2498
2025 Q4	$41.7K	Sell	3,773 -3,148	-45%	-$35K	﹤0.01%	2314
2025 Q3	$77.8K	Hold	6,921	–	–	﹤0.01%	1818
2025 Q2	$81.3K	Buy	6,921 +148	+2%	+$1.71K	﹤0.01%	1656
2025 Q1	$77.8K	Hold	6,773	–	–	﹤0.01%	1357
2024 Q4	$78.6K	Hold	6,773	–	–	﹤0.01%	1367
2024 Q3	$84.2K	Hold	6,773	–	–	﹤0.01%	1162
2024 Q2	$81.5K	Hold	6,773	–	–	﹤0.01%	1157
2024 Q1	$80.6K	Hold	6,773	–	–	﹤0.01%	1097
2023 Q4	$82.5K	Buy	+6,773	New	+$77.4K	﹤0.01%	1015
2023 Q3	–	Sell	-64	Closed	-$779	–	3447
2023 Q2	$779	Buy	+64	New	+$796	﹤0.01%	2804
2016 Q4	–	Sell	-185	Closed	-$4K	–	675
2016 Q3	$4K	Buy	+185	New	+$3.65K	﹤0.01%	521

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Allworth Financial's BKT Position: Q2 2026 in Review

Allworth Financial reduced its BlackRock Income Trust (BKT) stake by 50% in Q2 2026, selling an estimated $20K and leaving 1,886 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

Allworth Financial first reported a position in BKT in Q3 2016 and has held it in 13 quarters since. The position peaked at $84.2K in Q3 2024. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

Allworth Financial held 1,886 shares of BlackRock Income Trust worth $20.2K as of Q2 2026.
Allworth Financial sold 1,887 BlackRock Income Trust shares in Q2 2026, an estimated $20K.
BlackRock Income Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3195 holding.
Allworth Financial first reported a position in BlackRock Income Trust in Q3 2016 and has held it in 13 quarters since.
Allworth Financial's BlackRock Income Trust position peaked at $84.2K in Q3 2024.
66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.