Guardian Wealth Advisors (North Carolina)’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio BKN Stock Details BKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,675	Closed	-$172K	–	382
2022 Q3	$172K	Hold	13,675	–	–	0.03%	195
2022 Q2	$187K	Buy	+13,675	New	+$199K	0.03%	190

Other funds holding BKN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s BKN Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q4 2022, closing a stake of 13,675 shares — an estimated $172K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BKN in Q2 2022 and held it in 2 quarters. The position peaked at $187K in Q2 2022. 60 funds tracked by Wall St. Rank hold BKN as of Q4 2022.

Guardian Wealth Advisors (North Carolina) reported no remaining BlackRock Investment Quality Municipal Trust position as of Q4 2022 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 13,675 BlackRock Investment Quality Municipal Trust shares in Q4 2022, an estimated $172K.
Guardian Wealth Advisors (North Carolina) first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2022 and held it in 2 quarters.
Guardian Wealth Advisors (North Carolina)'s BlackRock Investment Quality Municipal Trust position peaked at $187K in Q2 2022.
60 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.