Moloney Securities Asset Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Moloney Securities Asset 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
2025 Q3	$158K	Hold	13,904	–	–	0.02%	456
2025 Q2	$152K	Buy	13,904 +250	+2%	+$2.71K	0.02%	454
2025 Q1	$157K	Hold	13,654	–	–	0.02%	446
2024 Q4	$152K	Buy	13,654 +200	+1%	+$2.45K	0.02%	430
2024 Q3	$174K	Buy	13,454 +800	+6%	+$9.87K	0.02%	445
2024 Q2	$151K	Buy	12,654 +1,000	+9%	+$12K	0.02%	439
2024 Q1	$145K	Buy	11,654 +250	+2%	+$3K	0.02%	425
2023 Q4	$135K	Buy	+11,404	New	+$123K	0.02%	417
2022 Q2	–	Sell	-10,000	Closed	-$144K	–	379
2022 Q1	$144K	Hold	10,000	–	–	0.03%	385
2021 Q4	$174K	Hold	10,000	–	–	0.03%	413
2021 Q3	$173K	Hold	10,000	–	–	0.03%	407
2021 Q2	$185K	Hold	10,000	–	–	0.03%	402
2021 Q1	$176K	Hold	10,000	–	–	0.03%	385
2020 Q4	$172K	Buy	+10,000	New	+$166K	0.04%	358

Other funds holding BKN

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Moloney Securities Asset Management's BKN Position: Q3 2025 in Review

Moloney Securities Asset Management held its BlackRock Investment Quality Municipal Trust (BKN) position steady in Q3 2025 at 13,904 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #456.

Moloney Securities Asset Management first reported a position in BKN in Q4 2020 and has held it in 14 quarters since. The position peaked at $185K in Q2 2021. 64 funds tracked by Wall St. Rank hold BKN as of Q3 2025.

Moloney Securities Asset Management held 13,904 shares of BlackRock Investment Quality Municipal Trust worth $158K as of Q3 2025.
Moloney Securities Asset Management left its BlackRock Investment Quality Municipal Trust share count unchanged in Q3 2025.
BlackRock Investment Quality Municipal Trust made up 0.02% of Moloney Securities Asset Management's portfolio in Q3 2025, its #456 holding.
Moloney Securities Asset Management first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2020 and has held it in 14 quarters since.
Moloney Securities Asset Management's BlackRock Investment Quality Municipal Trust position peaked at $185K in Q2 2021.
64 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.