Bartlett & Co Wealth Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,700
| Closed | -$19K | – | 1288 |
|
|
2025
Q4 | $19K | Hold |
1,700
| – | – | ﹤0.01% | 832 |
|
|
2025
Q3 | $19.4K | Hold |
1,700
| – | – | ﹤0.01% | 826 |
|
|
2025
Q2 | $18.7K | Hold |
1,700
| – | – | ﹤0.01% | 824 |
|
|
2025
Q1 | $19.6K | Hold |
1,700
| – | – | ﹤0.01% | 817 |
|
|
2024
Q4 | $19K | Hold |
1,700
| – | – | ﹤0.01% | 810 |
|
|
2024
Q3 | $22.1K | Hold |
1,700
| – | – | ﹤0.01% | 799 |
|
|
2024
Q2 | $20.4K | Hold |
1,700
| – | – | ﹤0.01% | 815 |
|
|
2024
Q1 | $21.2K | Hold |
1,700
| – | – | ﹤0.01% | 809 |
|
|
2023
Q4 | $20.3K | Hold |
1,700
| – | – | ﹤0.01% | 882 |
|
|
2023
Q3 | $17.3K | Hold |
1,700
| – | – | ﹤0.01% | 852 |
|
|
2023
Q2 | $19.8K | Hold |
1,700
| – | – | ﹤0.01% | 825 |
|
|
2023
Q1 | $20.6K | Hold |
1,700
| – | – | ﹤0.01% | 707 |
|
|
2022
Q4 | $19.8K | Hold |
1,700
| – | – | ﹤0.01% | 721 |
|
|
2022
Q3 | $21.4K | Hold |
1,700
| – | – | ﹤0.01% | 691 |
|
|
2022
Q2 | $23.2K | Hold |
1,700
| – | – | ﹤0.01% | 704 |
|
|
2022
Q1 | $24.6K | Buy |
+1,700
| New | +$27.1K | ﹤0.01% | 700 |
|
|
2021
Q4 | – | Sell |
-1,700
| Closed | -$29.5K | – | 459 |
|
|
2021
Q3 | $29.5K | Hold |
1,700
| – | – | ﹤0.01% | 587 |
|
|
2021
Q2 | $31.5K | Hold |
1,700
| – | – | ﹤0.01% | 575 |
|
|
2021
Q1 | $30.1K | Hold |
1,700
| – | – | ﹤0.01% | 617 |
|
|
2020
Q4 | $29.2K | Hold |
1,700
| – | – | ﹤0.01% | 616 |
|
|
2020
Q3 | $26.7K | Hold |
1,700
| – | – | ﹤0.01% | 583 |
|
|
2020
Q2 | $26.4K | Hold |
1,700
| – | – | ﹤0.01% | 581 |
|
|
2020
Q1 | $25.8K | Hold |
1,700
| – | – | ﹤0.01% | 550 |
|
|
2019
Q4 | $26.5K | Hold |
1,700
| – | – | ﹤0.01% | 619 |
|
|
2019
Q3 | $26.5K | Hold |
1,700
| – | – | ﹤0.01% | 616 |
|
|
2019
Q2 | $25.5K | Hold |
1,700
| – | – | ﹤0.01% | 510 |
|
|
2019
Q1 | $24.1K | Hold |
1,700
| – | – | ﹤0.01% | 504 |
|
|
2018
Q4 | $22.5K | Hold |
1,700
| – | – | ﹤0.01% | 511 |
|
|
2018
Q3 | $22.7K | Hold |
1,700
| – | – | ﹤0.01% | 529 |
|
|
2018
Q2 | $24K | Hold |
1,700
| – | – | ﹤0.01% | 506 |
|
|
2018
Q1 | $23.4K | Buy |
+1,700
| New | +$23.9K | ﹤0.01% | 521 |
|
Bartlett & Co Wealth Management's BKN Position: Q1 2026 in Review
Bartlett & Co Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2026, closing a stake of 1,700 shares — an estimated $19K sold.
Bartlett & Co Wealth Management first reported a position in BKN in Q1 2018 and held it in 31 quarters. The position peaked at $31.5K in Q2 2021. 0 funds tracked by Wall St. Rank hold BKN as of Q1 2026.
- Bartlett & Co Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2026 after selling out during the quarter.
- Bartlett & Co Wealth Management sold 1,700 BlackRock Investment Quality Municipal Trust shares in Q1 2026, an estimated $19K.
- Bartlett & Co Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q1 2018 and held it in 31 quarters.
- Bartlett & Co Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $31.5K in Q2 2021.
- 0 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.