Fortitude Advisory Group’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 |
-18,359
| Closed | -$206K | – | 230 |
|
|
2025
Q4 | $206K | Hold |
18,359
| – | – | 0.09% | 192 |
|
|
2025
Q3 | $208K | Buy |
18,359
+952
| +5% | +$10.4K | 0.11% | 190 |
|
|
2025
Q2 | $190K | Hold |
17,407
| – | – | 0.11% | 195 |
|
|
2025
Q1 | $187K | Hold |
17,407
| – | – | 0.13% | 177 |
|
|
2024
Q4 | $194K | Hold |
17,407
| – | – | 0.12% | 181 |
|
|
2024
Q3 | $225K | Hold |
17,407
| – | – | 0.14% | 171 |
|
|
2024
Q2 | $208K | Hold |
17,407
| – | – | 0.12% | 172 |
|
|
2024
Q1 | $216K | Buy |
17,407
+1,661
| +11% | +$20K | 0.12% | 178 |
|
|
2023
Q4 | $187K | Buy |
15,746
+855
| +6% | +$9.21K | 0.11% | 201 |
|
|
2023
Q3 | $151K | Hold |
14,891
| – | – | 0.1% | 190 |
|
|
2023
Q2 | $173K | Buy |
14,891
+1,335
| +10% | +$15.4K | 0.13% | 189 |
|
|
2023
Q1 | $164K | Hold |
13,556
| – | – | 0.13% | 202 |
|
|
2022
Q4 | $158K | Buy |
13,556
+862
| +7% | +$10.2K | 0.13% | 196 |
|
|
2022
Q3 | $159K | Buy |
12,694
+1,365
| +12% | +$19.9K | 0.15% | 180 |
|
|
2022
Q2 | $154K | Hold |
11,329
| – | – | 0.14% | 184 |
|
|
2022
Q1 | $163K | Hold |
11,329
| – | – | 0.09% | 236 |
|
|
2021
Q4 | $197K | Buy |
+11,329
| New | +$197K | 0.1% | 202 |
|
Fortitude Advisory Group's BKN Position: Q1 2026 in Review
Fortitude Advisory Group sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2026, closing a stake of 18,359 shares — an estimated $206K sold.
Fortitude Advisory Group first reported a position in BKN in Q4 2021 and held it in 17 quarters. The position peaked at $225K in Q3 2024. 0 funds tracked by Wall St. Rank hold BKN as of Q1 2026.
- Fortitude Advisory Group reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2026 after selling out during the quarter.
- Fortitude Advisory Group sold 18,359 BlackRock Investment Quality Municipal Trust shares in Q1 2026, an estimated $206K.
- Fortitude Advisory Group first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2021 and held it in 17 quarters.
- Fortitude Advisory Group's BlackRock Investment Quality Municipal Trust position peaked at $225K in Q3 2024.
- 0 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2026.
Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.