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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97M Buy
370,468
+166
+0% +$1.76K 2.14% 9
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 $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Melfa Wealth Management's BKT Position: Q2 2026 in Review

Melfa Wealth Management increased its BlackRock Income Trust (BKT) stake by 0.04% in Q2 2026, buying an estimated $1.76K and bringing the position to 370,468 shares worth $3.97M. The position accounts for 2.14% of the portfolio, ranked #9.

Melfa Wealth Management first reported a position in BKT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.65M in Q3 2024. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

  • Melfa Wealth Management held 370,468 shares of BlackRock Income Trust worth $3.97M as of Q2 2026.
  • Melfa Wealth Management bought 166 BlackRock Income Trust shares in Q2 2026, an estimated $1.76K.
  • BlackRock Income Trust made up 2.14% of Melfa Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Melfa Wealth Management first reported a position in BlackRock Income Trust in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's BlackRock Income Trust position peaked at $4.65M in Q3 2024.
  • 66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.