AWM
BFK

Avior Wealth Management’s BlackRock Municipal Income Trust BFK Stock Holding History

Avior Wealth Management’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,256
Closed -$260K – 695
2025
Q1 		$260K Buy
26,256
+2,710
+12% +$27.3K 0.01% 586
2024
Q4 		$232K Buy
23,546
+1,724
+8% +$17.7K 0.01% 658
2024
Q3 		$231K Buy
21,822
+4,239
+24% +$44.1K 0.01% 664
2024
Q2 		$180K Sell
17,583
-576
-3% -$5.79K 0.01% 696
2024
Q1 		$188K Buy
+18,159
New +$186K 0.01% 728

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avior Wealth Management's BFK Position: Q2 2025 in Review

Avior Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q2 2025, closing a stake of 26,256 shares — an estimated $260K sold.

Avior Wealth Management first reported a position in BFK in Q1 2024 and held it in 5 quarters. The position peaked at $260K in Q1 2025. 91 funds tracked by Wall St. Rank hold BFK as of Q2 2025.

  • Avior Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 26,256 BlackRock Municipal Income Trust shares in Q2 2025, an estimated $260K.
  • Avior Wealth Management first reported a position in BlackRock Municipal Income Trust in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's BlackRock Municipal Income Trust position peaked at $260K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.