Level Four Advisory Services’s BlackRock Income Trust BKT Stock Holding History

Level Four 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
2024 Q2	–	Sell	-16,264	Closed	-$198K	–	760
2024 Q1	$198K	Hold	16,264	–	–	0.01%	720
2023 Q4	$198K	Buy	16,264 +1	+0%	+$11	0.01%	716
2023 Q3	$185K	Buy	16,263 +2	+0%	+$24	0.01%	692
2023 Q2	$198K	Sell	16,261 -99	-0.6%	-$1.23K	0.01%	747
2023 Q1	$206K	Buy	+16,360	New	+$210K	0.01%	694

Other funds holding BKT

SIA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

KIM

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

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

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

Level Four Advisory Services's BKT Position: Q2 2024 in Review

Level Four Advisory Services sold out of BlackRock Income Trust (BKT) in Q2 2024, closing a stake of 16,264 shares — an estimated $198K sold.

Level Four Advisory Services first reported a position in BKT in Q1 2023 and held it in 5 quarters. The position peaked at $206K in Q1 2023. 54 funds tracked by Wall St. Rank hold BKT as of Q2 2024.

Level Four Advisory Services reported no remaining BlackRock Income Trust position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 16,264 BlackRock Income Trust shares in Q2 2024, an estimated $198K.
Level Four Advisory Services first reported a position in BlackRock Income Trust in Q1 2023 and held it in 5 quarters.
Level Four Advisory Services's BlackRock Income Trust position peaked at $206K in Q1 2023.
54 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.