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 $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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.