Creative Planning’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Buy |
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|
2025
Q2 | $140K | Hold |
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|
2025
Q1 | $147K | Hold |
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|
2024
Q4 | $143K | Hold |
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|
2024
Q3 | $165K | Hold |
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|
2024
Q2 | $153K | Hold |
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|
2024
Q1 | $159K | Hold |
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|
2023
Q4 | $152K | Hold |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $149K | Hold |
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $149K | Sell |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $435K | Hold |
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|
2021
Q4 | $525K | Hold |
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|
2021
Q3 | $522K | Hold |
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|
2021
Q2 | $558K | Hold |
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|
2021
Q1 | $533K | Buy |
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|
2020
Q4 | $504K | Hold |
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|
2020
Q3 | $459K | Hold |
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|
2020
Q2 | $453K | Buy |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $545K | Buy |
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|
2019
Q3 | $498K | Hold |
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|
2019
Q2 | $478K | Buy |
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|
2019
Q1 | $170K | Hold |
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|
2018
Q4 | $159K | Hold |
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|
2018
Q3 | $159K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $133K | Hold |
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|
2017
Q1 | $130K | Hold |
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|
2016
Q4 | $132K | Sell |
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|
2016
Q3 | $260K | Sell |
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|
2016
Q2 | $293K | Buy |
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|
2016
Q1 | $191K | Buy |
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|
2015
Q4 | $131K | Hold |
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|
2015
Q3 | $127K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $136K | Sell |
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|
2014
Q4 | $156K | Buy |
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|
2014
Q3 | $129K | Hold |
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|
2014
Q2 | $129K | Buy |
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|
2014
Q1 | $79K | Hold |
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|
2013
Q4 | $78K | Sell |
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|
2013
Q3 | $206K | Buy |
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|
2013
Q2 | $75K | Buy |
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