IAA
BLE

Independent Advisor Alliance’s BlackRock Municipal Income Trust II BLE Stock Holding History

Independent Advisor Alliance’s Portfolio BLE Stock Details BLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,615
Closed -$301K – 846
2024
Q4 		$301K Buy
+28,615
New +$312K ﹤0.01% 1143

Other funds holding BLE

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Independent Advisor Alliance's BLE Position: Q1 2025 in Review

Independent Advisor Alliance sold out of BlackRock Municipal Income Trust II (BLE) in Q1 2025, closing a stake of 28,615 shares — an estimated $301K sold.

Independent Advisor Alliance first reported a position in BLE in Q4 2024 and held it in 1 quarter. The position peaked at $301K in Q4 2024. 95 funds tracked by Wall St. Rank hold BLE as of Q1 2025.

  • Independent Advisor Alliance reported no remaining BlackRock Municipal Income Trust II position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 28,615 BlackRock Municipal Income Trust II shares in Q1 2025, an estimated $301K.
  • Independent Advisor Alliance first reported a position in BlackRock Municipal Income Trust II in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's BlackRock Municipal Income Trust II position peaked at $301K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust II as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.