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

Bernard 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
2026 Q1	–	Sell	-2	Closed	-$24	–	361
2025 Q4	$24	Hold	2	–	–	﹤0.01%	350
2025 Q3	$24	Hold	2	–	–	﹤0.01%	338
2025 Q2	$23	Hold	2	–	–	﹤0.01%	306
2025 Q1	$24	Hold	2	–	–	﹤0.01%	388
2024 Q4	$24	Buy	+2	New	+$21	﹤0.01%	317

Other funds holding BFK

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Bernard Wealth Management's BFK Position: Q1 2026 in Review

Bernard Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q1 2026, closing a stake of 2 shares — an estimated $24 sold.

Bernard Wealth Management first reported a position in BFK in Q4 2024 and held it in 5 quarters. The position peaked at $24 in Q4 2025. 1 fund tracked by Wall St. Rank holds BFK as of Q1 2026.

Bernard Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Bernard Wealth Management sold 2 BlackRock Municipal Income Trust shares in Q1 2026, an estimated $24.
Bernard Wealth Management first reported a position in BlackRock Municipal Income Trust in Q4 2024 and held it in 5 quarters.
Bernard Wealth Management's BlackRock Municipal Income Trust position peaked at $24 in Q4 2025.
1 fund tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.