CIA
BKT icon

Concurrent Investment Advisors’s BlackRock Income Trust BKT Stock Holding History

Concurrent Investment Advisors’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
2025
Q4 		– Sell
-28,424
Closed -$319K – 1793
2025
Q3 		$319K Buy
28,424
+12,254
+76% +$143K 0.01% 1124
2025
Q2 		$190K Buy
16,170
+858
+6% +$9.91K ﹤0.01% 1280
2025
Q1 		$181K Buy
15,312
+1,671
+12% +$19.5K ﹤0.01% 1143
2024
Q4 		$157K Buy
13,641
+2,206
+19% +$26.4K ﹤0.01% 1019
2024
Q3 		$142K Sell
11,435
-1,060
-8% -$13K ﹤0.01% 977
2024
Q2 		$149K Hold
12,495
– – ﹤0.01% 905
2024
Q1 		$149K Sell
12,495
-5,445
-30% -$65.4K 0.01% 835
2023
Q4 		$219K Buy
+17,940
New +$205K 0.01% 742

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

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

Concurrent Investment Advisors sold out of BlackRock Income Trust (BKT) in Q4 2025, closing a stake of 28,424 shares — an estimated $319K sold.

Concurrent Investment Advisors first reported a position in BKT in Q4 2023 and held it in 8 quarters. The position peaked at $319K in Q3 2025. 72 funds tracked by Wall St. Rank hold BKT as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining BlackRock Income Trust position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 28,424 BlackRock Income Trust shares in Q4 2025, an estimated $319K.
  • Concurrent Investment Advisors first reported a position in BlackRock Income Trust in Q4 2023 and held it in 8 quarters.
  • Concurrent Investment Advisors's BlackRock Income Trust position peaked at $319K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2025.

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