Carroll Financial Associates’s BlackRock Income Trust BKT Stock Holding History

Carroll Financial Associates’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$7K	Hold	426	–	–	﹤0.01%	1247
2021 Q3	$7K	Hold	426	–	–	﹤0.01%	1306
2021 Q2	$8K	Hold	426	–	–	﹤0.01%	1336
2021 Q1	$7K	Hold	426	–	–	﹤0.01%	1287
2020 Q4	$7K	Hold	426	–	–	﹤0.01%	1183
2020 Q3	$7K	Hold	426	–	–	﹤0.01%	1119
2020 Q2	$7K	Hold	426	–	–	﹤0.01%	1110
2020 Q1	$7K	Hold	426	–	–	﹤0.01%	1028
2019 Q4	$7K	Hold	426	–	–	﹤0.01%	1160
2019 Q3	$7K	Hold	426	–	–	﹤0.01%	1100
2019 Q2	$7K	Hold	426	–	–	﹤0.01%	1097
2019 Q1	$7K	Hold	426	–	–	﹤0.01%	1020
2018 Q4	$7K	Hold	426	–	–	﹤0.01%	940
2018 Q3	$7K	Hold	426	–	–	﹤0.01%	979
2018 Q2	$7K	Hold	426	–	–	﹤0.01%	931
2018 Q1	$7K	Hold	426	–	–	﹤0.01%	914
2017 Q4	$7K	Hold	426	–	–	﹤0.01%	911
2017 Q3	$7K	Buy	+426	New	+$8.07K	﹤0.01%	885
2016 Q4	–	Sell	-1,000	Closed	-$19K	–	1139
2016 Q3	$19K	Buy	+1,000	New	+$19.7K	﹤0.01%	660

Other funds holding BKT

SIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Carroll Financial Associates's BKT Position: Q4 2021 in Review

Carroll Financial Associates held its BlackRock Income Trust (BKT) position steady in Q4 2021 at 426 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Carroll Financial Associates first reported a position in BKT in Q3 2016 and has held it in 19 quarters since. The position peaked at $19K in Q3 2016. 79 funds tracked by Wall St. Rank hold BKT as of Q4 2021.

Carroll Financial Associates held 426 shares of BlackRock Income Trust worth $7K as of Q4 2021.
Carroll Financial Associates left its BlackRock Income Trust share count unchanged in Q4 2021.
BlackRock Income Trust made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1247 holding.
Carroll Financial Associates first reported a position in BlackRock Income Trust in Q3 2016 and has held it in 19 quarters since.
Carroll Financial Associates's BlackRock Income Trust position peaked at $19K in Q3 2016.
79 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.