Consolidated Portfolio Review Corp’s BlackRock Income Trust BKT Stock Holding History

Consolidated Portfolio Review Corp’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	-231,996	Closed	-$2.61M	–	79
2025 Q3	$2.61M	Buy	231,996 +34,764	+18%	+$405K	0.33%	79
2025 Q2	$2.32M	Buy	197,232 +149,338	+312%	+$1.73M	0.32%	75
2025 Q1	$568K	Buy	+47,894	New	+$559K	0.09%	210
2023 Q4	–	Sell	-164,144	Closed	-$1.87M	–	299
2023 Q3	$1.87M	Buy	164,144 +33,102	+25%	+$392K	0.45%	64
2023 Q2	$1.59M	Buy	131,042 +62,851	+92%	+$782K	0.38%	74
2023 Q1	$859K	Buy	+68,191	New	+$874K	0.23%	108

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

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

Consolidated Portfolio Review Corp's BKT Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of BlackRock Income Trust (BKT) in Q4 2025, closing a stake of 231,996 shares — an estimated $2.61M sold.

Consolidated Portfolio Review Corp first reported a position in BKT in Q1 2023 and held it in 6 quarters. The position peaked at $2.61M in Q3 2025. 72 funds tracked by Wall St. Rank hold BKT as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining BlackRock Income Trust position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 231,996 BlackRock Income Trust shares in Q4 2025, an estimated $2.61M.
Consolidated Portfolio Review Corp first reported a position in BlackRock Income Trust in Q1 2023 and held it in 6 quarters.
Consolidated Portfolio Review Corp's BlackRock Income Trust position peaked at $2.61M in Q3 2025.
72 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.