MWM
BKN

Melfa Wealth Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Melfa Wealth Management’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19,769
Closed -$221K – 198
2025
Q4 		$221K Hold
19,769
– – 0.13% 159
2025
Q3 		$224K Hold
19,769
– – 0.13% 159
2025
Q2 		$216K Hold
19,769
– – 0.14% 157
2025
Q1 		$227K Sell
19,769
-6
-0% -$69 0.15% 152
2024
Q4 		$220K Hold
19,775
– – 0.15% 155
2024
Q3 		$255K Hold
19,775
– – 0.17% 138
2024
Q2 		$237K Buy
19,775
+9
+0% +$108 0.17% 140
2024
Q1 		$245K Sell
19,766
-82
-0.4% -$985 0.18% 131
2023
Q4 		$235K Buy
19,848
+31
+0.2% +$334 0.22% 100
2023
Q3 		$201K Sell
19,817
-151
-0.8% -$1.69K 0.22% 102
2023
Q2 		$232K Sell
19,968
-2,016
-9% -$23.2K 0.24% 96
2023
Q1 		$265K Buy
21,984
+3,046
+16% +$36.9K 0.27% 93
2022
Q4 		$221K Buy
+18,938
New +$225K 0.23% 99

Melfa Wealth Management's BKN Position: Q1 2026 in Review

Melfa Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2026, closing a stake of 19,769 shares — an estimated $221K sold.

Melfa Wealth Management first reported a position in BKN in Q4 2022 and held it in 13 quarters. The position peaked at $265K in Q1 2023. 0 funds tracked by Wall St. Rank hold BKN as of Q1 2026.

  • Melfa Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2026 after selling out during the quarter.
  • Melfa Wealth Management sold 19,769 BlackRock Investment Quality Municipal Trust shares in Q1 2026, an estimated $221K.
  • Melfa Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2022 and held it in 13 quarters.
  • Melfa Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $265K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.