Blue Bell Private Wealth Management’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Blue Bell Private Wealth Management’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-42,653	Closed	-$433K	–	730
2025 Q4	$433K	Sell	42,653 -2,546	-6%	-$26K	0.06%	174
2025 Q3	$457K	Sell	45,199 -2,217	-5%	-$21.5K	0.07%	163
2025 Q2	$459K	Sell	47,416 -4,407	-9%	-$43K	0.08%	147
2025 Q1	$527K	Sell	51,823 -2,502	-5%	-$25.9K	0.1%	126
2024 Q4	$554K	Sell	54,325 -467	-0.9%	-$4.98K	0.11%	117
2024 Q3	$603K	Buy	54,792 +12,346	+29%	+$133K	0.12%	109
2024 Q2	$455K	Buy	42,446 +1,600	+4%	+$16.9K	0.09%	124
2024 Q1	$433K	Buy	40,846 +31,337	+330%	+$331K	0.09%	119
2023 Q4	$100K	Buy	+9,509	New	+$91.1K	0.02%	240

Other funds holding BNY

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Blue Bell Private Wealth Management's BNY Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of BlackRock New York Municipal Income Trust (BNY) in Q1 2026, closing a stake of 42,653 shares — an estimated $433K sold.

Blue Bell Private Wealth Management first reported a position in BNY in Q4 2023 and held it in 9 quarters. The position peaked at $603K in Q3 2024. 1 fund tracked by Wall St. Rank holds BNY as of Q1 2026.

Blue Bell Private Wealth Management reported no remaining BlackRock New York Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 42,653 BlackRock New York Municipal Income Trust shares in Q1 2026, an estimated $433K.
Blue Bell Private Wealth Management first reported a position in BlackRock New York Municipal Income Trust in Q4 2023 and held it in 9 quarters.
Blue Bell Private Wealth Management's BlackRock New York Municipal Income Trust position peaked at $603K in Q3 2024.
1 fund tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.