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MWM
Melfa Wealth Management’s
BlackRock Income Trust
BKT
Stock Holding History
Melfa Wealth Management’s Portfolio
BKT Stock Details
BKT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.91M
Buy
370,302
+6,369
+2%
+$70K
2.25%
9
2025
Q4
$4.02M
Sell
363,933
-2,481
-0.7%
-$27.6K
2.32%
6
2025
Q3
$4.12M
Sell
366,414
-1,590
-0.4%
-$18.5K
2.41%
6
2025
Q2
$4.32M
Sell
368,004
-17,846
-5%
-$206K
2.73%
4
2025
Q1
$4.57M
Buy
385,850
+14,262
+4%
+$166K
3.09%
4
2024
Q4
$4.28M
Sell
371,588
-2,805
-0.7%
-$33.5K
2.86%
4
2024
Q3
$4.65M
Buy
374,393
+4,896
+1%
+$60.1K
3.07%
4
2024
Q2
$4.41M
Sell
369,497
-4,346
-1%
-$50.4K
3.08%
4
2024
Q1
$4.45M
Buy
373,843
+20,750
+6%
+$249K
3.21%
3
2023
Q4
$4.3M
Buy
353,093
+5,293
+2%
+$60.5K
4.05%
3
2023
Q3
$3.96M
Buy
347,800
+13,204
+4%
+$156K
4.3%
3
2023
Q2
$4.07M
Buy
334,596
+23,331
+7%
+$290K
4.13%
5
2023
Q1
$3.92M
Buy
311,265
+84,902
+38%
+$1.09M
3.92%
4
2022
Q4
$2.79M
Buy
+226,363
New
+$2.8M
2.92%
5
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
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
BG
BDF Gestion
Paris, France
$747M AUM
47.35%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
1CP
1607 Capital Partners
Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
RPA
Rock Point Advisors
Burlington, Vermont
$370M AUM
23.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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