Measured Wealth Private Client Group’s BlackRock Income Trust BKT Stock Holding History

Measured Wealth Private Client Group’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
2020 Q2	–	Sell	-3,686	Closed	-$64K	–	127
2020 Q1	$64K	Hold	3,686	–	–	0.05%	102
2019 Q4	$67K	Sell	3,686 -6,373	-63%	-$116K	0.04%	104
2019 Q3	$183K	Sell	10,059 -3,383	-25%	-$61.3K	0.12%	121
2019 Q2	$244K	Sell	13,442 -6,024	-31%	-$108K	0.14%	157
2019 Q1	$347K	Buy	19,466 +20	+0.1%	+$351	0.21%	105
2018 Q4	$329K	Sell	19,446 -5,683	-23%	-$96.5K	0.3%	53
2018 Q3	$431K	Hold	25,129	–	–	0.26%	64
2018 Q2	$439K	Buy	+25,129	New	+$435K	0.36%	51
2017 Q3	$605K	Buy	+32,103	New	+$608K	0.83%	25

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Measured Wealth Private Client Group's BKT Position: Q2 2020 in Review

Measured Wealth Private Client Group sold out of BlackRock Income Trust (BKT) in Q2 2020, closing a stake of 3,686 shares — an estimated $64K sold.

Measured Wealth Private Client Group first reported a position in BKT in Q3 2017 and held it in 9 quarters. The position peaked at $605K in Q3 2017. 79 funds tracked by Wall St. Rank hold BKT as of Q2 2020.

Measured Wealth Private Client Group reported no remaining BlackRock Income Trust position as of Q2 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 3,686 BlackRock Income Trust shares in Q2 2020, an estimated $64K.
Measured Wealth Private Client Group first reported a position in BlackRock Income Trust in Q3 2017 and held it in 9 quarters.
Measured Wealth Private Client Group's BlackRock Income Trust position peaked at $605K in Q3 2017.
79 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2020, filed 3 Aug 2020.