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IFP Advisors’s BlackRock Income Trust BKT Stock Holding History

IFP Advisors’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
2024
Q3 		– Sell
-3,299
Closed -$39.4K – 3322
2024
Q2 		$39.4K Buy
3,299
+1,000
+43% +$11.6K ﹤0.01% 1773
2024
Q1 		$27.4K Buy
2,299
+51
+2% +$612 ﹤0.01% 1837
2023
Q4 		$27.4K Buy
2,248
+51
+2% +$583 ﹤0.01% 1795
2023
Q3 		$25K Buy
+2,197
New +$26K ﹤0.01% 1828
2022
Q4 		– Sell
-1,600
Closed -$28K – 4618
2022
Q3 		$28K Hold
1,600
– – ﹤0.01% 2809
2022
Q2 		$28K Hold
1,600
– – ﹤0.01% 2566
2022
Q1 		$28K Buy
+1,600
New +$25.1K ﹤0.01% 2566
2019
Q1 		– Sell
-667
Closed -$11K – 2465
2018
Q4 		$11K Hold
667
– – ﹤0.01% 2441
2018
Q3 		$11K Sell
667
-130
-16% -$2.25K ﹤0.01% 2784
2018
Q2 		$14K Hold
797
– – ﹤0.01% 2677
2018
Q1 		$15K Hold
797
– – ﹤0.01% 2552
2017
Q4 		$15K Sell
797
-229
-22% -$4.26K ﹤0.01% 2589
2017
Q3 		$19K Hold
1,026
– – ﹤0.01% 2615
2017
Q2 		$20K Sell
1,026
-391
-28% -$7.35K ﹤0.01% 2578
2017
Q1 		$26K Hold
1,417
– – ﹤0.01% 2324
2016
Q4 		$27K Buy
1,417
+391
+38% +$7.41K ﹤0.01% 2259
2016
Q3 		$20K Sell
1,026
-102
-9% -$2.01K ﹤0.01% 2388
2016
Q2 		$22K Buy
+1,128
New +$22.2K ﹤0.01% 2279
2016
Q1 		– Sell
-899
Closed -$17K – 2460
2015
Q4 		$17K Buy
+899
New +$17.2K ﹤0.01% 2247

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

IFP Advisors's BKT Position: Q3 2024 in Review

IFP Advisors sold out of BlackRock Income Trust (BKT) in Q3 2024, closing a stake of 3,299 shares — an estimated $39.4K sold.

IFP Advisors first reported a position in BKT in Q4 2015 and held it in 19 quarters. The position peaked at $39.4K in Q2 2024. 50 funds tracked by Wall St. Rank hold BKT as of Q3 2024.

  • IFP Advisors reported no remaining BlackRock Income Trust position as of Q3 2024 after selling out during the quarter.
  • IFP Advisors sold 3,299 BlackRock Income Trust shares in Q3 2024, an estimated $39.4K.
  • IFP Advisors first reported a position in BlackRock Income Trust in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's BlackRock Income Trust position peaked at $39.4K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.