Ethos Financial Group’s BlackRock Income Trust BKT Stock Holding History

Ethos Financial Group’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
2026 Q2	$498K	Buy	46,462 +1,354	+3%	+$14.3K	0.03%	365
2026 Q1	$498K	Hold	45,108	–	–	0.04%	308
2025 Q4	$498K	Sell	45,108 -1,803	-4%	-$20K	0.04%	289
2025 Q3	$527K	Buy	46,911 +2,410	+5%	+$28.1K	0.04%	259
2025 Q2	$523K	Sell	44,501 -1,060	-2%	-$12.2K	0.05%	255
2025 Q1	$540K	Buy	+45,561	New	+$532K	0.05%	220

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Ethos Financial Group's BKT Position: Q2 2026 in Review

Ethos Financial Group increased its BlackRock Income Trust (BKT) stake by 3% in Q2 2026, buying an estimated $14.3K and bringing the position to 46,462 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #365.

Ethos Financial Group first reported a position in BKT in Q1 2025 and has held it in 6 quarters since. The position peaked at $540K in Q1 2025. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

Ethos Financial Group held 46,462 shares of BlackRock Income Trust worth $498K as of Q2 2026.
Ethos Financial Group bought 1,354 BlackRock Income Trust shares in Q2 2026, an estimated $14.3K.
BlackRock Income Trust made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #365 holding.
Ethos Financial Group first reported a position in BlackRock Income Trust in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's BlackRock Income Trust position peaked at $540K in Q1 2025.
66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.