Bartlett & Co Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

Bartlett & Co Wealth Management’s Portfolio KTF Stock Details KTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,307	Closed	-$11.9K	–	1333
2025 Q4	$11.9K	Hold	1,307	–	–	﹤0.01%	905
2025 Q3	$12K	Hold	1,307	–	–	﹤0.01%	897
2025 Q2	$11.6K	Hold	1,307	–	–	﹤0.01%	905
2025 Q1	$12.3K	Hold	1,307	–	–	﹤0.01%	895
2024 Q4	$12.4K	Hold	1,307	–	–	﹤0.01%	886
2024 Q3	$13K	Hold	1,307	–	–	﹤0.01%	888
2024 Q2	$12.4K	Hold	1,307	–	–	﹤0.01%	895
2024 Q1	$11.8K	Hold	1,307	–	–	﹤0.01%	893
2023 Q4	$11.6K	Hold	1,307	–	–	﹤0.01%	976
2023 Q3	$10.1K	Buy	+1,307	New	+$11K	﹤0.01%	926

Other funds holding KTF

SIA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co Wealth Management's KTF Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q1 2026, closing a stake of 1,307 shares — an estimated $11.9K sold.

Bartlett & Co Wealth Management first reported a position in KTF in Q3 2023 and held it in 10 quarters. The position peaked at $13K in Q3 2024. 63 funds tracked by Wall St. Rank hold KTF as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining DWS Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,307 DWS Municipal Income Trust shares in Q1 2026, an estimated $11.9K.
Bartlett & Co Wealth Management first reported a position in DWS Municipal Income Trust in Q3 2023 and held it in 10 quarters.
Bartlett & Co Wealth Management's DWS Municipal Income Trust position peaked at $13K in Q3 2024.
63 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.