ATWA
BLE

Arbor Trust Wealth Advisors’s BlackRock Municipal Income Trust II BLE Stock Holding History

Arbor Trust Wealth Advisors’s Portfolio BLE Stock Details BLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,200
Closed -$111K – 95
2024
Q3 		$111K Hold
10,200
– – 0.06% 95
2024
Q2 		$111K Buy
+10,200
New +$108K 0.06% 95

Other funds holding BLE

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Arbor Trust Wealth Advisors's BLE Position: Q4 2024 in Review

Arbor Trust Wealth Advisors sold out of BlackRock Municipal Income Trust II (BLE) in Q4 2024, closing a stake of 10,200 shares — an estimated $111K sold.

Arbor Trust Wealth Advisors first reported a position in BLE in Q2 2024 and held it in 2 quarters. The position peaked at $111K in Q3 2024. 105 funds tracked by Wall St. Rank hold BLE as of Q4 2024.

  • Arbor Trust Wealth Advisors reported no remaining BlackRock Municipal Income Trust II position as of Q4 2024 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 10,200 BlackRock Municipal Income Trust II shares in Q4 2024, an estimated $111K.
  • Arbor Trust Wealth Advisors first reported a position in BlackRock Municipal Income Trust II in Q2 2024 and held it in 2 quarters.
  • Arbor Trust Wealth Advisors's BlackRock Municipal Income Trust II position peaked at $111K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust II as of Q4 2024.

Based on Arbor Trust Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.