CIA
BFK

Concurrent Investment Advisors’s BlackRock Municipal Income Trust BFK Stock Holding History

Concurrent Investment Advisors’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
2025
Q4 		– Sell
-16,425
Closed -$165K – 1790
2025
Q3 		$165K Buy
16,425
+2,140
+15% +$20.8K ﹤0.01% 1382
2025
Q2 		$137K Hold
14,285
– – ﹤0.01% 1310
2025
Q1 		$141K Buy
14,285
+3,285
+30% +$33.1K ﹤0.01% 1164
2024
Q4 		$108K Hold
11,000
– – ﹤0.01% 1046
2024
Q3 		$116K Hold
11,000
– – ﹤0.01% 994
2024
Q2 		$112K Buy
11,000
+1,000
+10% +$10.1K ﹤0.01% 925
2024
Q1 		$103K Sell
10,000
-800
-7% -$8.19K ﹤0.01% 854
2023
Q4 		$109K Buy
+10,800
New +$102K 0.01% 813

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Concurrent Investment Advisors's BFK Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of BlackRock Municipal Income Trust (BFK) in Q4 2025, closing a stake of 16,425 shares — an estimated $165K sold.

Concurrent Investment Advisors first reported a position in BFK in Q4 2023 and held it in 8 quarters. The position peaked at $165K in Q3 2025. 86 funds tracked by Wall St. Rank hold BFK as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining BlackRock Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 16,425 BlackRock Municipal Income Trust shares in Q4 2025, an estimated $165K.
  • Concurrent Investment Advisors first reported a position in BlackRock Municipal Income Trust in Q4 2023 and held it in 8 quarters.
  • Concurrent Investment Advisors's BlackRock Municipal Income Trust position peaked at $165K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.