MWM
BKN

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

Modern 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
2024
Q3 		– Sell
-35,000
Closed -$419K – 442
2024
Q2 		$419K Buy
+35,000
New +$421K 0.03% 251

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GC
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Bank of America
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
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CMI
Clare Market Investments Dallas, Texas $548M AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $143M AUM 41.6% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Modern Wealth Management's BKN Position: Q3 2024 in Review

Modern Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2024, closing a stake of 35,000 shares — an estimated $419K sold.

Modern Wealth Management first reported a position in BKN in Q2 2024 and held it in 1 quarter. The position peaked at $419K in Q2 2024. 60 funds tracked by Wall St. Rank hold BKN as of Q3 2024.

  • Modern Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Modern Wealth Management sold 35,000 BlackRock Investment Quality Municipal Trust shares in Q3 2024, an estimated $419K.
  • Modern Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2024 and held it in 1 quarter.
  • Modern Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $419K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2024.

Based on Modern Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.