Focus Partners Wealth
BKT icon

Focus Partners Wealth’s BlackRock Income Trust BKT Stock Holding History

Focus Partners Wealth’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 		$237K Hold
22,101
– – ﹤0.01% 2398
2026
Q1 		$234K Sell
22,101
-800
-3% -$8.79K ﹤0.01% 2321
2025
Q4 		$253K Buy
+22,901
New +$254K ﹤0.01% 2321

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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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
LPL Financial
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Focus Partners Wealth's BKT Position: Q2 2026 in Review

Focus Partners Wealth held its BlackRock Income Trust (BKT) position steady in Q2 2026 at 22,101 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

Focus Partners Wealth first reported a position in BKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q4 2025. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

  • Focus Partners Wealth held 22,101 shares of BlackRock Income Trust worth $237K as of Q2 2026.
  • Focus Partners Wealth left its BlackRock Income Trust share count unchanged in Q2 2026.
  • BlackRock Income Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2398 holding.
  • Focus Partners Wealth first reported a position in BlackRock Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's BlackRock Income Trust position peaked at $253K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.