Fortitude Advisory Group’s BlackRock Income Trust BKT Stock Holding History

Fortitude Advisory 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 Q3	$390K	Buy	40,807 +10,065	+33%	+$103K	0.15%	136
2026 Q2	$330K	Buy	30,742 +1,872	+6%	+$19.8K	0.13%	153
2026 Q1	$305K	Hold	28,870	–	–	0.14%	147
2025 Q4	$319K	Buy	28,870 +729	+3%	+$8.1K	0.14%	132
2025 Q3	$316K	Hold	28,141	–	–	0.17%	130
2025 Q2	$331K	Hold	28,141	–	–	0.19%	118
2025 Q1	$322K	Buy	28,141 +3,684	+15%	+$43K	0.23%	104
2024 Q4	$282K	Buy	24,457 +1,617	+7%	+$19.3K	0.17%	130
2024 Q3	$284K	Hold	22,840	–	–	0.18%	134
2024 Q2	$272K	Hold	22,840	–	–	0.16%	133
2024 Q1	$272K	Hold	22,840	–	–	0.15%	143
2023 Q4	$278K	Buy	22,840 +9	+0%	+$103	0.17%	143
2023 Q3	$260K	Buy	22,831 +2,332	+11%	+$27.6K	0.18%	133
2023 Q2	$249K	Buy	20,499 +5,311	+35%	+$66K	0.18%	145
2023 Q1	$191K	Buy	15,188 +8	+0.1%	+$102	0.15%	194
2022 Q4	$187K	Buy	15,180 +1	+0%	+$12	0.16%	188
2022 Q3	$189K	Buy	15,179 +28	+0.2%	+$381	0.18%	175
2022 Q2	$206K	Buy	15,151 +617	+4%	+$8.65K	0.19%	168
2022 Q1	$224K	Buy	14,534 +1,675	+13%	+$26.3K	0.12%	186
2021 Q4	$218K	Buy	+12,859	New	+$229K	0.11%	185

Other funds holding BKT

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

BDF Gestion Paris, France $738M AUM 44.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Rock Point Advisors Burlington, Vermont $402M AUM 17.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Fortitude Advisory Group's BKT Position: Q3 2026 in Review

Fortitude Advisory Group increased its BlackRock Income Trust (BKT) stake by 33% in Q3 2026, buying an estimated $103K and bringing the position to 40,807 shares worth $390K. The position accounts for 0.15% of the portfolio, ranked #136.

Fortitude Advisory Group first reported a position in BKT in Q4 2021 and has held it in 20 quarters since. 56 funds tracked by Wall St. Rank hold BKT as of Q3 2026.

Fortitude Advisory Group held 40,807 shares of BlackRock Income Trust worth $390K as of Q3 2026.
Fortitude Advisory Group bought 10,065 BlackRock Income Trust shares in Q3 2026, an estimated $103K.
BlackRock Income Trust made up 0.15% of Fortitude Advisory Group's portfolio in Q3 2026, its #136 holding.
Fortitude Advisory Group first reported a position in BlackRock Income Trust in Q4 2021 and has held it in 20 quarters since.
56 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.