BWL
BKN

Bogart Wealth LLC’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Bogart Wealth LLC’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-769
Closed -$8.57K – 1428
2024
Q4 		$8.57K Hold
769
– – ﹤0.01% 773
2024
Q3 		$9.94K Buy
+769
New +$9.49K ﹤0.01% 698

Other funds holding BKN

SG
Sienna Gestion Paris, France $1.53B AUM 27.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Bogart Wealth LLC's BKN Position: Q1 2025 in Review

Bogart Wealth LLC sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2025, closing a stake of 769 shares — an estimated $8.57K sold.

Bogart Wealth LLC first reported a position in BKN in Q3 2024 and held it in 2 quarters. The position peaked at $9.94K in Q3 2024. 66 funds tracked by Wall St. Rank hold BKN as of Q1 2025.

  • Bogart Wealth LLC reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 769 BlackRock Investment Quality Municipal Trust shares in Q1 2025, an estimated $8.57K.
  • Bogart Wealth LLC first reported a position in BlackRock Investment Quality Municipal Trust in Q3 2024 and held it in 2 quarters.
  • Bogart Wealth LLC's BlackRock Investment Quality Municipal Trust position peaked at $9.94K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.