AWA
BLE

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

Arkadios 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
2021
Q4 		– Sell
-379
Closed -$5K – 721
2021
Q3 		$5K Buy
379
+4
+1% +$63 ﹤0.01% 1583
2021
Q2 		$5K Buy
+375
New +$5.76K ﹤0.01% 1709

Other funds holding BLE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors's BLE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of BlackRock Municipal Income Trust II (BLE) in Q4 2021, closing a stake of 379 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in BLE in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 83 funds tracked by Wall St. Rank hold BLE as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining BlackRock Municipal Income Trust II position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 379 BlackRock Municipal Income Trust II shares in Q4 2021, an estimated $5K.
  • Arkadios Wealth Advisors first reported a position in BlackRock Municipal Income Trust II in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's BlackRock Municipal Income Trust II position peaked at $5K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust II as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.