IFP Advisors’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-16,774	Closed	-$234K	–	3469
2022 Q4	$234K	Buy	16,774 +7,834	+88%	+$93K	0.01%	1280
2022 Q3	$126K	Buy	8,940 +4,248	+91%	+$62K	﹤0.01%	1699
2022 Q2	$67K	Hold	4,692	–	–	﹤0.01%	1947
2022 Q1	$67K	Buy	+4,692	New	+$74.9K	﹤0.01%	1947
2018 Q3	–	Sell	-1,200	Closed	-$17K	–	3826
2018 Q2	$17K	Sell	1,200 -904	-43%	-$12.4K	﹤0.01%	2562
2018 Q1	$31K	Hold	2,104	–	–	﹤0.01%	2091
2017 Q4	$31K	Sell	2,104 -3,957	-65%	-$58.4K	﹤0.01%	2116
2017 Q3	$91K	Hold	6,061	–	–	﹤0.01%	1611
2017 Q2	$90K	Hold	6,061	–	–	﹤0.01%	1580
2017 Q1	$88K	Hold	6,061	–	–	﹤0.01%	1560
2016 Q4	$89K	Sell	6,061 -137	-2%	-$2.09K	﹤0.01%	1522
2016 Q3	$106K	Hold	6,198	–	–	0.01%	1325
2016 Q2	$111K	Buy	+6,198	New	+$106K	0.01%	1262
2016 Q1	–	Sell	-6,198	Closed	-$95K	–	2459
2015 Q4	$95K	Buy	+6,198	New	+$93.5K	0.01%	1205

Other funds holding BKN

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

ACA

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

IFP Advisors's BKN Position: Q1 2023 in Review

IFP Advisors sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2023, closing a stake of 16,774 shares — an estimated $234K sold.

IFP Advisors first reported a position in BKN in Q4 2015 and held it in 14 quarters. The position peaked at $234K in Q4 2022. 58 funds tracked by Wall St. Rank hold BKN as of Q1 2023.

IFP Advisors reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 16,774 BlackRock Investment Quality Municipal Trust shares in Q1 2023, an estimated $234K.
IFP Advisors first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2015 and held it in 14 quarters.
IFP Advisors's BlackRock Investment Quality Municipal Trust position peaked at $234K in Q4 2022.
58 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.