Institute for Wealth Management’s BlackRock Income Trust BKT Stock Holding History

Institute for Wealth Management’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
2026 Q2	$5.31K	Buy	+495	New	+$5.24K	﹤0.01%	1444
2019 Q4	–	Sell	-3,702	Closed	-$68K	–	682
2019 Q3	$68K	Hold	3,702	–	–	0.02%	415
2019 Q2	$67K	Sell	3,702 -58	-2%	-$1.04K	0.01%	464
2019 Q1	$67K	Hold	3,760	–	–	0.01%	440
2018 Q4	$64K	Buy	+3,760	New	+$63.9K	0.03%	261
2018 Q1	–	Sell	-3,895	Closed	-$72K	–	268
2017 Q4	$72K	Buy	+3,895	New	+$72.4K	0.02%	381
2017 Q3	–	Sell	-3,895	Closed	-$75K	–	265
2017 Q2	$75K	Buy	+3,895	New	+$73.2K	0.02%	405

Other funds holding BKT

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Institute for Wealth Management's BKT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackRock Income Trust (BKT) in Q2 2026: 495 shares worth $5.31K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BKT as recently as Q3 2019.

Institute for Wealth Management first reported a position in BKT in Q2 2017 and has held it in 7 quarters since. The position peaked at $75K in Q2 2017. 17 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

Institute for Wealth Management held 495 shares of BlackRock Income Trust worth $5.31K as of Q2 2026.
BlackRock Income Trust was a new Institute for Wealth Management position in Q2 2026.
BlackRock Income Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1444 holding.
Institute for Wealth Management first reported a position in BlackRock Income Trust in Q2 2017 and has held it in 7 quarters since.
Institute for Wealth Management's BlackRock Income Trust position peaked at $75K in Q2 2017.
17 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.