Avantax Advisory Services’s BlackRock Income Trust BKT Stock Holding History

Avantax Advisory Services’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
2025 Q2	$412K	Buy	+35,034	New	+$405K	﹤0.01%	1703
2022 Q4	–	Sell	-7,419	Closed	-$92K	–	1427
2022 Q3	$92K	Sell	7,419 -906	-11%	-$12.3K	﹤0.01%	1273
2022 Q2	$113K	Buy	8,325 +86	+1%	+$1.21K	﹤0.01%	1241
2022 Q1	$126K	Buy	8,239 +36	+0.4%	+$565	﹤0.01%	1227
2021 Q4	$139K	Buy	8,203 +114	+1%	+$2.03K	﹤0.01%	1203
2021 Q3	$147K	Sell	8,089 -243	-3%	-$4.64K	﹤0.01%	1133
2021 Q2	$159K	Buy	8,332 +69	+0.8%	+$1.28K	﹤0.01%	1098
2021 Q1	$151K	Buy	8,263 +66	+0.8%	+$1.21K	﹤0.01%	982
2020 Q4	$151K	Sell	8,197 -2,798	-25%	-$51.2K	﹤0.01%	895
2020 Q3	$202K	Buy	10,995 +2,176	+25%	+$40.2K	﹤0.01%	1220
2020 Q2	$164K	Buy	8,819 +23	+0.3%	+$420	﹤0.01%	805
2020 Q1	$152K	Sell	8,796 -76	-0.9%	-$1.37K	﹤0.01%	742
2019 Q4	$162K	Buy	+8,872	New	+$161K	﹤0.01%	791

Other funds holding BKT

SIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Avantax Advisory Services's BKT Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in BlackRock Income Trust (BKT) in Q2 2025: 35,034 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #1703 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in BKT as recently as Q3 2022.

Avantax Advisory Services first reported a position in BKT in Q4 2019 and has held it in 13 quarters since. 59 funds tracked by Wall St. Rank hold BKT as of Q2 2025.

Avantax Advisory Services held 35,034 shares of BlackRock Income Trust worth $412K as of Q2 2025.
BlackRock Income Trust was a new Avantax Advisory Services position in Q2 2025.
BlackRock Income Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1703 holding.
Avantax Advisory Services first reported a position in BlackRock Income Trust in Q4 2019 and has held it in 13 quarters since.
59 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.