Creative Financial Designs’s BlackRock Income Trust BKT Stock Holding History

Creative Financial Designs’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	-642	Closed	-$7.22K	–	2075
2025 Q3	$7.22K	Hold	642	–	–	﹤0.01%	1442
2025 Q2	$7.54K	Hold	642	–	–	﹤0.01%	1417
2025 Q1	$7.61K	Hold	642	–	–	﹤0.01%	1365
2024 Q4	$7.4K	Hold	642	–	–	﹤0.01%	1334
2024 Q3	$7.98K	Hold	642	–	–	﹤0.01%	1259
2024 Q2	$7.66K	Hold	642	–	–	﹤0.01%	1226
2024 Q1	$7.64K	Hold	642	–	–	﹤0.01%	1215
2023 Q4	$7.82K	Hold	642	–	–	﹤0.01%	1162
2023 Q3	$7.31K	Hold	642	–	–	﹤0.01%	1108
2023 Q2	$7.81K	Buy	+642	New	+$7.98K	﹤0.01%	1087
2021 Q4	–	Sell	-2,136	Closed	-$39K	–	1225
2021 Q3	$39K	Buy	2,136 +2	+0.1%	+$38	0.01%	669
2021 Q2	$41K	Buy	+2,134	New	+$39.7K	0.01%	657
2020 Q3	–	Sell	-667	Closed	-$12K	–	1209
2020 Q2	$12K	Buy	+667	New	+$12.2K	﹤0.01%	706

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

Creative Financial Designs's BKT Position: Q4 2025 in Review

Creative Financial Designs sold out of BlackRock Income Trust (BKT) in Q4 2025, closing a stake of 642 shares — an estimated $7.22K sold.

Creative Financial Designs first reported a position in BKT in Q2 2020 and held it in 13 quarters. The position peaked at $41K in Q2 2021. 72 funds tracked by Wall St. Rank hold BKT as of Q4 2025.

Creative Financial Designs reported no remaining BlackRock Income Trust position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 642 BlackRock Income Trust shares in Q4 2025, an estimated $7.22K.
Creative Financial Designs first reported a position in BlackRock Income Trust in Q2 2020 and held it in 13 quarters.
Creative Financial Designs's BlackRock Income Trust position peaked at $41K in Q2 2021.
72 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.