MAI Capital Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-21,568
Closed -$242K 5030
2025
Q4
$242K Sell
21,568
-417
-2% -$4.68K ﹤0.01% 1242
2025
Q3
$249K Buy
21,985
+264
+1% +$2.88K ﹤0.01% 1181
2025
Q2
$237K Buy
21,721
+714
+3% +$7.74K ﹤0.01% 1111
2025
Q1
$241K Buy
21,007
+209
+1% +$2.4K ﹤0.01% 1053
2024
Q4
$232K Buy
+20,798
New +$255K ﹤0.01% 1086

MAI Capital Management's BKN Position: Q1 2026 in Review

MAI Capital Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2026, closing a stake of 21,568 shares — an estimated $242K sold.

MAI Capital Management first reported a position in BKN in Q4 2024 and held it in 5 quarters. The position peaked at $249K in Q3 2025. 0 funds tracked by Wall St. Rank hold BKN as of Q1 2026.

  • MAI Capital Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 21,568 BlackRock Investment Quality Municipal Trust shares in Q1 2026, an estimated $242K.
  • MAI Capital Management first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2024 and held it in 5 quarters.
  • MAI Capital Management's BlackRock Investment Quality Municipal Trust position peaked at $249K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.