Baird Financial Group
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Baird Financial Group’s BlackRock Income Trust BKT Stock Holding History

Baird Financial Group’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
Q1 		$147K Sell
13,894
-114
-0.8% -$1.25K ﹤0.01% 1797
2025
Q4 		$155K Buy
14,008
+3,335
+31% +$37.1K ﹤0.01% 1753
2025
Q3 		$120K Buy
+10,673
New +$124K ﹤0.01% 1767

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KIM
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GC
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Morgan Stanley
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Baird Financial Group's BKT Position: Q1 2026 in Review

Baird Financial Group reduced its BlackRock Income Trust (BKT) stake by 0.81% in Q1 2026, selling an estimated $1.25K and leaving 13,894 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Baird Financial Group first reported a position in BKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $155K in Q4 2025. 68 funds tracked by Wall St. Rank hold BKT as of Q1 2026.

  • Baird Financial Group held 13,894 shares of BlackRock Income Trust worth $147K as of Q1 2026.
  • Baird Financial Group sold 114 BlackRock Income Trust shares in Q1 2026, an estimated $1.25K.
  • BlackRock Income Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1797 holding.
  • Baird Financial Group first reported a position in BlackRock Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Baird Financial Group's BlackRock Income Trust position peaked at $155K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.