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Arkadios Wealth Advisors’s BlackRock Income Trust BKT Stock Holding History

Arkadios Wealth Advisors’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 		$458K Sell
42,718
-702
-2% -$7.42K 0.01% 1174
2026
Q1 		$459K Buy
43,420
+1,830
+4% +$20.1K 0.01% 1152
2025
Q4 		$459K Sell
41,590
-98
-0.2% -$1.09K 0.01% 1054
2025
Q3 		$469K Sell
41,688
-1,951
-4% -$22.7K 0.01% 961
2025
Q2 		$513K Buy
43,639
+48
+0.1% +$554 0.02% 832
2025
Q1 		$517K Buy
43,591
+46
+0.1% +$537 0.02% 694
2024
Q4 		$502K Sell
43,545
-234
-0.5% -$2.79K 0.03% 542
2024
Q3 		$544K Buy
43,779
+1,780
+4% +$21.8K 0.03% 515
2024
Q2 		$501K Sell
41,999
-142
-0.3% -$1.65K 0.03% 466
2024
Q1 		$501K Buy
42,141
+3,978
+10% +$47.8K 0.04% 378
2023
Q4 		$465K Buy
38,163
+1,043
+3% +$11.9K 0.04% 386
2023
Q3 		$422K Buy
37,120
+1,040
+3% +$12.3K 0.04% 386
2023
Q2 		$439K Buy
36,080
+38
+0.1% +$473 0.05% 343
2023
Q1 		$454K Buy
36,042
+836
+2% +$10.7K 0.05% 327
2022
Q4 		$434K Buy
35,206
+9
+0% +$111 0.06% 313
2022
Q3 		$437K Buy
35,197
+10,443
+42% +$142K 0.07% 295
2022
Q2 		$337K Buy
+24,754
New +$347K 0.05% 366
2021
Q4 		– Sell
-131
Closed -$2K – 717
2021
Q3 		$2K Sell
131
-971
-88% -$18.5K ﹤0.01% 1735
2021
Q2 		$20K Buy
1,102
+885
+408% +$16.5K ﹤0.01% 1279
2021
Q1 		$3K Sell
217
-89
-29% -$1.63K ﹤0.01% 1450
2020
Q4 		$5K Buy
+306
New +$5.6K ﹤0.01% 1107

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
LPL Financial
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arkadios Wealth Advisors's BKT Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its BlackRock Income Trust (BKT) stake by 1.6% in Q2 2026, selling an estimated $7.42K and leaving 42,718 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #1174.

Arkadios Wealth Advisors first reported a position in BKT in Q4 2020 and has held it in 21 quarters since. The position peaked at $544K in Q3 2024. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

  • Arkadios Wealth Advisors held 42,718 shares of BlackRock Income Trust worth $458K as of Q2 2026.
  • Arkadios Wealth Advisors sold 702 BlackRock Income Trust shares in Q2 2026, an estimated $7.42K.
  • BlackRock Income Trust made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1174 holding.
  • Arkadios Wealth Advisors first reported a position in BlackRock Income Trust in Q4 2020 and has held it in 21 quarters since.
  • Arkadios Wealth Advisors's BlackRock Income Trust position peaked at $544K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.