MML Investors Services
BKN

MML Investors Services’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

MML Investors Services’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
2023
Q1 		– Sell
-11,967
Closed -$140K – 2095
2022
Q4 		$140K Buy
11,967
+30
+0.3% +$356 ﹤0.01% 2069
2022
Q3 		$149K Buy
11,937
+1,778
+18% +$25.9K ﹤0.01% 1978
2022
Q2 		$138K Buy
+10,159
New +$148K ﹤0.01% 1954
2022
Q1 		– Sell
-10,539
Closed -$183K – 2061
2021
Q4 		$183K Buy
10,539
+14
+0.1% +$243 ﹤0.01% 1935
2021
Q3 		$182K Buy
10,525
+10
+0.1% +$183 ﹤0.01% 1874
2021
Q2 		$194K Buy
+10,515
New +$196K ﹤0.01% 1831

Other funds holding BKN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

MML Investors Services's BKN Position: Q1 2023 in Review

MML Investors Services sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2023, closing a stake of 11,967 shares — an estimated $140K sold.

MML Investors Services first reported a position in BKN in Q2 2021 and held it in 6 quarters. The position peaked at $194K in Q2 2021. 58 funds tracked by Wall St. Rank hold BKN as of Q1 2023.

  • MML Investors Services reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • MML Investors Services sold 11,967 BlackRock Investment Quality Municipal Trust shares in Q1 2023, an estimated $140K.
  • MML Investors Services first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2021 and held it in 6 quarters.
  • MML Investors Services's BlackRock Investment Quality Municipal Trust position peaked at $194K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2023.

Based on MML Investors Services's 13F filing for Q1 2023, filed 12 May 2023.