Kestra Advisory Services’s BlackRock Income Trust BKT Stock Holding History

Kestra Advisory Services’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 Q1	$120K	Buy	+11,392	New	+$125K	﹤0.01%	3012
2025 Q3	–	Sell	-10,501	Closed	-$123K	–	2906
2025 Q2	$123K	Buy	+10,501	New	+$121K	﹤0.01%	2712
2025 Q1	–	Sell	-10,037	Closed	-$116K	–	2773
2024 Q4	$116K	Buy	+10,037	New	+$120K	﹤0.01%	2556
2024 Q3	–	Sell	-13,829	Closed	-$165K	–	2573
2024 Q2	$165K	Buy	+13,829	New	+$160K	﹤0.01%	2454
2022 Q1	–	Sell	-5,013	Closed	-$85K	–	2010
2021 Q4	$85K	Sell	5,013 -101,153	-95%	-$1.8M	﹤0.01%	1952
2021 Q3	$1.94M	Buy	106,166 +3,377	+3%	+$64.5K	0.02%	727
2021 Q2	$1.96M	Buy	102,789 +4,386	+4%	+$81.7K	0.02%	661
2021 Q1	$1.8M	Sell	98,403 -24,345	-20%	-$445K	0.02%	639
2020 Q4	$2.23M	Buy	122,748 +45,777	+59%	+$838K	0.03%	563
2020 Q3	$1.39M	Buy	+76,971	New	+$1.42M	0.03%	529

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Kestra Advisory Services's BKT Position: Q1 2026 in Review

Kestra Advisory Services opened a new position in BlackRock Income Trust (BKT) in Q1 2026: 11,392 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #3012 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in BKT as recently as Q2 2025.

Kestra Advisory Services first reported a position in BKT in Q3 2020 and has held it in 10 quarters since. The position peaked at $2.23M in Q4 2020. 68 funds tracked by Wall St. Rank hold BKT as of Q1 2026.

Kestra Advisory Services held 11,392 shares of BlackRock Income Trust worth $120K as of Q1 2026.
BlackRock Income Trust was a new Kestra Advisory Services position in Q1 2026.
BlackRock Income Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #3012 holding.
Kestra Advisory Services first reported a position in BlackRock Income Trust in Q3 2020 and has held it in 10 quarters since.
Kestra Advisory Services's BlackRock Income Trust position peaked at $2.23M in Q4 2020.
68 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.