NewEdge Advisors’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

NewEdge Advisors’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	–	Sell	-11,710	Closed	-$128K	–	4110
2025 Q2	$128K	Sell	11,710 -1,067	-8%	-$11.6K	﹤0.01%	2342
2025 Q1	$147K	Buy	12,777 +17	+0.1%	+$195	﹤0.01%	2187
2024 Q4	$142K	Buy	12,760 +1,925	+18%	+$23.6K	﹤0.01%	2177
2024 Q3	$140K	Buy	+10,835	New	+$134K	﹤0.01%	2092
2024 Q2	–	Sell	-11,600	Closed	-$144K	–	3815
2024 Q1	$144K	Sell	11,600 -750	-6%	-$9.01K	﹤0.01%	1940
2023 Q4	$146K	Sell	12,350 -200	-2%	-$2.15K	﹤0.01%	1816
2023 Q3	$127K	Sell	12,550 -800	-6%	-$8.94K	﹤0.01%	1758
2023 Q2	$155K	Sell	13,350 -500	-4%	-$5.76K	﹤0.01%	1715
2023 Q1	$161K	Sell	13,850 -625	-4%	-$7.57K	﹤0.01%	1611
2022 Q4	$163K	Sell	14,475 -4,925	-25%	-$58.5K	﹤0.01%	1253
2022 Q3	$243K	Buy	19,400 +300	+2%	+$4.38K	﹤0.01%	1293
2022 Q2	$260K	Buy	+19,100	New	+$278K	﹤0.01%	1269

Other funds holding BKN

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

NewEdge Advisors's BKN Position: Q3 2025 in Review

NewEdge Advisors sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2025, closing a stake of 11,710 shares — an estimated $128K sold.

NewEdge Advisors first reported a position in BKN in Q2 2022 and held it in 12 quarters. The position peaked at $260K in Q2 2022. 64 funds tracked by Wall St. Rank hold BKN as of Q3 2025.

NewEdge Advisors reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 11,710 BlackRock Investment Quality Municipal Trust shares in Q3 2025, an estimated $128K.
NewEdge Advisors first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2022 and held it in 12 quarters.
NewEdge Advisors's BlackRock Investment Quality Municipal Trust position peaked at $260K in Q2 2022.
64 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.