KFP
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Kerr Financial Planning’s BlackRock Income Trust BKT Stock Holding History

Kerr Financial Planning’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 		$272K Hold
284
– – 0.3% 68
2026
Q1 		$298K Buy
284
+2
+0.7% +$22 0.21% 62
2025
Q4 		$298K Buy
+282
New +$3.13K 0.4% 56

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Kerr Financial Planning's BKT Position: Q2 2026 in Review

Kerr Financial Planning held its BlackRock Income Trust (BKT) position steady in Q2 2026 at 284 shares worth $272K. The position accounts for 0.3% of the portfolio, ranked #68.

Kerr Financial Planning first reported a position in BKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q4 2025. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

  • Kerr Financial Planning held 284 shares of BlackRock Income Trust worth $272K as of Q2 2026.
  • Kerr Financial Planning left its BlackRock Income Trust share count unchanged in Q2 2026.
  • BlackRock Income Trust made up 0.3% of Kerr Financial Planning's portfolio in Q2 2026, its #68 holding.
  • Kerr Financial Planning first reported a position in BlackRock Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Kerr Financial Planning's BlackRock Income Trust position peaked at $298K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.