Meristem Family Wealth’s BlackRock Income Trust BKT Stock Holding History

Meristem Family Wealth’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
2022 Q1	$163K	Hold	10,600	–	–	0.02%	332
2021 Q4	$180K	Hold	10,600	–	–	0.02%	380
2021 Q3	$194K	Hold	10,600	–	–	0.02%	403
2021 Q2	$202K	Hold	10,600	–	–	0.03%	310
2021 Q1	$194K	Hold	10,600	–	–	0.04%	240
2020 Q4	$193K	Hold	10,600	–	–	0.04%	224
2020 Q3	$194K	Hold	10,600	–	–	0.05%	191
2020 Q2	$196K	Hold	10,600	–	–	0.05%	184
2020 Q1	$183K	Hold	10,600	–	–	0.06%	173
2019 Q4	$192K	Hold	10,600	–	–	0.05%	194
2019 Q3	$193K	Hold	10,600	–	–	0.05%	191
2019 Q2	$192K	Hold	10,600	–	–	0.06%	168
2019 Q1	$189K	Hold	10,600	–	–	0.06%	148
2018 Q4	$179K	Buy	+10,600	New	+$180K	0.07%	123

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Meristem Family Wealth's BKT Position: Q1 2022 in Review

Meristem Family Wealth held its BlackRock Income Trust (BKT) position steady in Q1 2022 at 10,600 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #332.

Meristem Family Wealth first reported a position in BKT in Q4 2018 and has held it in 14 quarters since. The position peaked at $202K in Q2 2021. 80 funds tracked by Wall St. Rank hold BKT as of Q1 2022.

Meristem Family Wealth held 10,600 shares of BlackRock Income Trust worth $163K as of Q1 2022.
Meristem Family Wealth left its BlackRock Income Trust share count unchanged in Q1 2022.
BlackRock Income Trust made up 0.02% of Meristem Family Wealth's portfolio in Q1 2022, its #332 holding.
Meristem Family Wealth first reported a position in BlackRock Income Trust in Q4 2018 and has held it in 14 quarters since.
Meristem Family Wealth's BlackRock Income Trust position peaked at $202K in Q2 2021.
80 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.