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HBK Sorce Advisory’s BlackRock Income Trust BKT Stock Holding History

HBK Sorce Advisory’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
2025
Q4 		– Sell
-13,057
Closed -$147K – 633
2025
Q3 		$147K Buy
+13,057
New +$152K ﹤0.01% 590

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

HBK Sorce Advisory's BKT Position: Q4 2025 in Review

HBK Sorce Advisory sold out of BlackRock Income Trust (BKT) in Q4 2025, closing a stake of 13,057 shares — an estimated $147K sold.

HBK Sorce Advisory first reported a position in BKT in Q3 2025 and held it in 1 quarter. The position peaked at $147K in Q3 2025. 72 funds tracked by Wall St. Rank hold BKT as of Q4 2025.

  • HBK Sorce Advisory reported no remaining BlackRock Income Trust position as of Q4 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 13,057 BlackRock Income Trust shares in Q4 2025, an estimated $147K.
  • HBK Sorce Advisory first reported a position in BlackRock Income Trust in Q3 2025 and held it in 1 quarter.
  • HBK Sorce Advisory's BlackRock Income Trust position peaked at $147K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2025.

Based on HBK Sorce Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.