MWM
BLE

Modern Wealth Management’s BlackRock Municipal Income Trust II BLE Stock Holding History

Modern Wealth Management’s Portfolio BLE Stock Details BLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-27,351
Closed -$286K – 888
2025
Q4 		$286K Sell
27,351
-1,533
-5% -$16K 0.01% 698
2025
Q3 		$302K Sell
28,884
-2,148
-7% -$21.5K 0.01% 642
2025
Q2 		$312K Sell
31,032
-12,239
-28% -$122K 0.01% 599
2025
Q1 		$450K Sell
43,271
-3,114
-7% -$33.1K 0.01% 442
2024
Q4 		$488K Sell
46,385
-7,442
-14% -$81K 0.02% 368
2024
Q3 		$606K Sell
53,827
-3,155
-6% -$34.8K 0.04% 226
2024
Q2 		$616K Buy
56,982
+10,269
+22% +$108K 0.05% 193
2024
Q1 		$507K Buy
+46,713
New +$501K 0.05% 171

Other funds holding BLE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Modern Wealth Management's BLE Position: Q1 2026 in Review

Modern Wealth Management sold out of BlackRock Municipal Income Trust II (BLE) in Q1 2026, closing a stake of 27,351 shares — an estimated $286K sold.

Modern Wealth Management first reported a position in BLE in Q1 2024 and held it in 8 quarters. The position peaked at $616K in Q2 2024. 1 fund tracked by Wall St. Rank holds BLE as of Q1 2026.

  • Modern Wealth Management reported no remaining BlackRock Municipal Income Trust II position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 27,351 BlackRock Municipal Income Trust II shares in Q1 2026, an estimated $286K.
  • Modern Wealth Management first reported a position in BlackRock Municipal Income Trust II in Q1 2024 and held it in 8 quarters.
  • Modern Wealth Management's BlackRock Municipal Income Trust II position peaked at $616K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held BlackRock Municipal Income Trust II as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.