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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-12,799
| Closed | -$143K | – | 4104 |
|
|
2025
Q4 | $143K | Sell |
12,799
-7,900
| -38% | -$88.7K | ﹤0.01% | 3641 |
|
|
2025
Q3 | $235K | Buy |
20,699
+7,900
| +62% | +$86.1K | ﹤0.01% | 3347 |
|
|
2025
Q2 | $140K | Hold |
12,799
| – | – | ﹤0.01% | 3355 |
|
|
2025
Q1 | $147K | Hold |
12,799
| – | – | ﹤0.01% | 3163 |
|
|
2024
Q4 | $143K | Hold |
12,799
| – | – | ﹤0.01% | 3078 |
|
|
2024
Q3 | $165K | Hold |
12,799
| – | – | ﹤0.01% | 2901 |
|
|
2024
Q2 | $153K | Hold |
12,799
| – | – | ﹤0.01% | 2746 |
|
|
2024
Q1 | $159K | Hold |
12,799
| – | – | ﹤0.01% | 2619 |
|
|
2023
Q4 | $152K | Hold |
12,799
| – | – | ﹤0.01% | 2503 |
|
|
2023
Q3 | $130K | Hold |
12,799
| – | – | ﹤0.01% | 2348 |
|
|
2023
Q2 | $149K | Hold |
12,799
| – | – | ﹤0.01% | 2277 |
|
|
2023
Q1 | $154K | Hold |
12,799
| – | – | ﹤0.01% | 2180 |
|
|
2022
Q4 | $149K | Sell |
12,799
-19,608
| -61% | -$233K | ﹤0.01% | 2082 |
|
|
2022
Q3 | $406K | Hold |
32,407
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q2 | $441K | Buy |
32,407
+2,167
| +7% | +$31.6K | ﹤0.01% | 1385 |
|
|
2022
Q1 | $435K | Hold |
30,240
| – | – | ﹤0.01% | 1399 |
|
|
2021
Q4 | $525K | Hold |
30,240
| – | – | ﹤0.01% | 1270 |
|
|
2021
Q3 | $522K | Hold |
30,240
| – | – | ﹤0.01% | 1261 |
|
|
2021
Q2 | $558K | Hold |
30,240
| – | – | ﹤0.01% | 1212 |
|
|
2021
Q1 | $533K | Buy |
30,240
+900
| +3% | +$15.7K | ﹤0.01% | 1396 |
|
|
2020
Q4 | $504K | Hold |
29,340
| – | – | ﹤0.01% | 1302 |
|
|
2020
Q3 | $459K | Hold |
29,340
| – | – | ﹤0.01% | 1180 |
|
|
2020
Q2 | $453K | Buy |
29,340
+340
| +1% | +$5.11K | ﹤0.01% | 1082 |
|
|
2020
Q1 | $439K | Sell |
29,000
-6,009
| -17% | -$92.3K | ﹤0.01% | 1012 |
|
|
2019
Q4 | $545K | Buy |
35,009
+3,009
| +9% | +$46.5K | ﹤0.01% | 1062 |
|
|
2019
Q3 | $498K | Hold |
32,000
| – | – | ﹤0.01% | 1064 |
|
|
2019
Q2 | $478K | Buy |
32,000
+20,000
| +167% | +$292K | ﹤0.01% | 1103 |
|
|
2019
Q1 | $170K | Hold |
12,000
| – | – | ﹤0.01% | 1624 |
|
|
2018
Q4 | $159K | Hold |
12,000
| – | – | ﹤0.01% | 1552 |
|
|
2018
Q3 | $159K | Buy |
+12,000
| New | +$167K | ﹤0.01% | 1715 |
|
|
2017
Q3 | – | Sell |
-9,000
| Closed | -$133K | – | 2090 |
|
|
2017
Q2 | $133K | Hold |
9,000
| – | – | ﹤0.01% | 1777 |
|
|
2017
Q1 | $130K | Hold |
9,000
| – | – | ﹤0.01% | 1780 |
|
|
2016
Q4 | $132K | Sell |
9,000
-6,196
| -41% | -$94.7K | ﹤0.01% | 1676 |
|
|
2016
Q3 | $260K | Sell |
15,196
-1,200
| -7% | -$20.9K | ﹤0.01% | 1259 |
|
|
2016
Q2 | $293K | Buy |
16,396
+4,846
| +42% | +$83.3K | ﹤0.01% | 1064 |
|
|
2016
Q1 | $191K | Buy |
11,550
+3,050
| +36% | +$48.4K | ﹤0.01% | 1231 |
|
|
2015
Q4 | $131K | Hold |
8,500
| – | – | ﹤0.01% | 1477 |
|
|
2015
Q3 | $127K | Buy |
+8,500
| New | +$126K | ﹤0.01% | 1448 |
|
|
2015
Q2 | – | Sell |
-8,500
| Closed | -$136K | – | 1311 |
|
|
2015
Q1 | $136K | Sell |
8,500
-1,000
| -11% | -$16.2K | ﹤0.01% | 1401 |
|
|
2014
Q4 | $156K | Buy |
9,500
+1,000
| +12% | +$15.9K | ﹤0.01% | 1287 |
|
|
2014
Q3 | $129K | Hold |
8,500
| – | – | ﹤0.01% | 1305 |
|
|
2014
Q2 | $129K | Buy |
8,500
+3,000
| +55% | +$44.7K | ﹤0.01% | 1268 |
|
|
2014
Q1 | $79K | Hold |
5,500
| – | – | ﹤0.01% | 1530 |
|
|
2013
Q4 | $78K | Sell |
5,500
-9,500
| -63% | -$130K | ﹤0.01% | 1334 |
|
|
2013
Q3 | $206K | Buy |
15,000
+10,000
| +200% | +$138K | ﹤0.01% | 752 |
|
|
2013
Q2 | $75K | Buy |
+5,000
| New | +$78.2K | ﹤0.01% | 1142 |
|
Creative Planning's BKN Position: Q1 2026 in Review
Creative Planning sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2026, closing a stake of 12,799 shares — an estimated $143K sold.
Creative Planning first reported a position in BKN in Q2 2013 and held it in 46 quarters. The position peaked at $558K in Q2 2021. 0 funds tracked by Wall St. Rank hold BKN as of Q1 2026.
- Creative Planning reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2026 after selling out during the quarter.
- Creative Planning sold 12,799 BlackRock Investment Quality Municipal Trust shares in Q1 2026, an estimated $143K.
- Creative Planning first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2013 and held it in 46 quarters.
- Creative Planning's BlackRock Investment Quality Municipal Trust position peaked at $558K in Q2 2021.
- 0 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.