Creative Planning
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Creative Planning’s BlackRock Income Trust BKT Stock Holding History

Creative Planning’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
2022
Q4 		– Sell
-6,183
Closed -$77K – 2505
2022
Q3 		$77K Sell
6,183
-40
-0.6% -$544 ﹤0.01% 2071
2022
Q2 		$85K Buy
6,223
+11
+0.2% +$154 ﹤0.01% 1988
2022
Q1 		$96K Sell
6,212
-8,002
-56% -$126K ﹤0.01% 1991
2021
Q4 		$241K Buy
14,214
+6,162
+77% +$110K ﹤0.01% 1766
2021
Q3 		$147K Buy
8,052
+2,067
+35% +$39.5K ﹤0.01% 1901
2021
Q2 		$114K Sell
5,985
-167
-3% -$3.11K ﹤0.01% 1861
2021
Q1 		$113K Buy
6,152
+167
+3% +$3.06K ﹤0.01% 2226
2020
Q4 		$109K Hold
5,985
– – ﹤0.01% 2015
2020
Q3 		$110K Hold
5,985
– – ﹤0.01% 1807
2020
Q2 		$111K Sell
5,985
-57
-0.9% -$1.04K ﹤0.01% 1644
2020
Q1 		$104K Buy
6,042
+57
+1% +$1.03K ﹤0.01% 1522
2019
Q4 		$109K Buy
+5,985
New +$109K ﹤0.01% 1739
2016
Q1 		– Sell
-61
Closed -$1K – 4331
2015
Q4 		$1K Buy
+61
New +$1.17K ﹤0.01% 4181
2015
Q2 		– Sell
-867
Closed -$17K – 1312
2015
Q1 		$17K Buy
867
+700
+419% +$13.5K ﹤0.01% 2833
2014
Q4 		$3K Buy
+167
New +$3.2K ﹤0.01% 3682
2014
Q1 		– Sell
-667
Closed -$13K – 3627
2013
Q4 		$13K Buy
+667
New +$13.1K ﹤0.01% 2417

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Creative Planning's BKT Position: Q4 2022 in Review

Creative Planning sold out of BlackRock Income Trust (BKT) in Q4 2022, closing a stake of 6,183 shares — an estimated $77K sold.

Creative Planning first reported a position in BKT in Q4 2013 and held it in 16 quarters. The position peaked at $241K in Q4 2021. 59 funds tracked by Wall St. Rank hold BKT as of Q4 2022.

  • Creative Planning reported no remaining BlackRock Income Trust position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 6,183 BlackRock Income Trust shares in Q4 2022, an estimated $77K.
  • Creative Planning first reported a position in BlackRock Income Trust in Q4 2013 and held it in 16 quarters.
  • Creative Planning's BlackRock Income Trust position peaked at $241K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.