MHS
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M Holdings Securities’s BlackRock Income Trust BKT Stock Holding History

M Holdings Securities’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
2025
Q3 		– Sell
-18,189
Closed -$213K – 99
2025
Q2 		$213K Buy
+18,189
New +$210K 0.04% 156

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

M Holdings Securities's BKT Position: Q3 2025 in Review

M Holdings Securities sold out of BlackRock Income Trust (BKT) in Q3 2025, closing a stake of 18,189 shares — an estimated $213K sold.

M Holdings Securities first reported a position in BKT in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 67 funds tracked by Wall St. Rank hold BKT as of Q3 2025.

  • M Holdings Securities reported no remaining BlackRock Income Trust position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 18,189 BlackRock Income Trust shares in Q3 2025, an estimated $213K.
  • M Holdings Securities first reported a position in BlackRock Income Trust in Q2 2025 and held it in 1 quarter.
  • M Holdings Securities's BlackRock Income Trust position peaked at $213K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.