Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BlackRock Income Trust BKT Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		$2K Hold
117
– – ﹤0.01% 2622
2021
Q1 		$2K Hold
117
– – ﹤0.01% 2622
2020
Q4 		$2K Hold
117
– – ﹤0.01% 2622
2020
Q3 		$2K Hold
117
– – ﹤0.01% 2622
2020
Q2 		$2K Hold
117
– – ﹤0.01% 2621
2020
Q1 		$2K Hold
117
– – ﹤0.01% 2621
2019
Q4 		$2K Hold
117
– – ﹤0.01% 2621
2019
Q3 		$2K Hold
117
– – ﹤0.01% 2621
2019
Q2 		$2K Hold
117
– – ﹤0.01% 2621
2019
Q1 		$2K Buy
+117
New +$2.05K ﹤0.01% 2621

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BKT Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its BlackRock Income Trust (BKT) position steady in Q2 2021 at 117 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

Carson Wealth (CWM LLC) first reported a position in BKT in Q1 2019 and has held it in 10 quarters since. 79 funds tracked by Wall St. Rank hold BKT as of Q2 2021.

  • Carson Wealth (CWM LLC) held 117 shares of BlackRock Income Trust worth $2K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its BlackRock Income Trust share count unchanged in Q2 2021.
  • BlackRock Income Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2622 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Income Trust in Q1 2019 and has held it in 10 quarters since.
  • 79 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.