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 Q2	$164K	Buy	15,315 +3,923	+34%	+$41.5K	﹤0.01%	3130
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 $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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Kestra Advisory Services's BKT Position: Q2 2026 in Review

Kestra Advisory Services increased its BlackRock Income Trust (BKT) stake by 34% in Q2 2026, buying an estimated $41.5K and bringing the position to 15,315 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

Kestra Advisory Services first reported a position in BKT in Q3 2020 and has held it in 11 quarters since. The position peaked at $2.23M in Q4 2020. 65 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

Kestra Advisory Services held 15,315 shares of BlackRock Income Trust worth $164K as of Q2 2026.
Kestra Advisory Services bought 3,923 BlackRock Income Trust shares in Q2 2026, an estimated $41.5K.
BlackRock Income Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3130 holding.
Kestra Advisory Services first reported a position in BlackRock Income Trust in Q3 2020 and has held it in 11 quarters since.
Kestra Advisory Services's BlackRock Income Trust position peaked at $2.23M in Q4 2020.
65 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.