Institute for Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-38,319	Closed	-$733K	–	551
2025 Q4	$733K	Sell	38,319 -770	-2%	-$14.6K	0.08%	241
2025 Q3	$720K	Buy	39,089 +2,324	+6%	+$44.8K	0.08%	255
2025 Q2	$708K	Sell	36,765 -10,000	-21%	-$190K	0.08%	250
2025 Q1	$935K	Sell	46,765 -482	-1%	-$9.32K	0.12%	193
2024 Q4	$823K	Sell	47,247 -53	-0.1%	-$980	0.1%	209
2024 Q3	$899K	Sell	47,300 -20,334	-30%	-$373K	0.11%	196
2024 Q2	$1.18M	Buy	67,634 +1,586	+2%	+$28.6K	0.16%	142
2024 Q1	$1.32M	Buy	66,048 +1,471	+2%	+$29.6K	0.17%	127
2023 Q4	$1.37M	Buy	64,577 +3,291	+5%	+$70.9K	0.22%	108
2023 Q3	$1.33M	Buy	61,286 +22,144	+57%	+$491K	0.24%	102
2023 Q2	$815K	Buy	39,142 +14,312	+58%	+$263K	0.14%	177
2023 Q1	$443K	Buy	+24,830	New	+$530K	0.09%	279