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International Assets Investment Management’s BlackRock Income Trust BKT Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-8,660
Closed -$108K – 941
2024
Q3 		$108K Buy
+8,660
New +$106K 0.01% 795
2023
Q3 		– Sell
-13,232
Closed -$161K – 632
2023
Q2 		$161K Hold
13,232
– – 0.02% 531
2023
Q1 		$167K Buy
13,232
+601
+5% +$7.7K 0.02% 514
2022
Q4 		$156K Buy
+12,631
New +$156K 0.02% 654

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

International Assets Investment Management's BKT Position: Q4 2024 in Review

International Assets Investment Management sold out of BlackRock Income Trust (BKT) in Q4 2024, closing a stake of 8,660 shares — an estimated $108K sold.

International Assets Investment Management first reported a position in BKT in Q4 2022 and held it in 4 quarters. The position peaked at $167K in Q1 2023. 50 funds tracked by Wall St. Rank hold BKT as of Q4 2024.

  • International Assets Investment Management reported no remaining BlackRock Income Trust position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 8,660 BlackRock Income Trust shares in Q4 2024, an estimated $108K.
  • International Assets Investment Management first reported a position in BlackRock Income Trust in Q4 2022 and held it in 4 quarters.
  • International Assets Investment Management's BlackRock Income Trust position peaked at $167K in Q1 2023.
  • 50 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.