NewEdge Advisors’s BlackRock Income Trust BKT Stock Holding History

NewEdge Advisors’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$139K	Sell	13,141 -800	-6%	-$8.79K	﹤0.01%	2681
2025 Q4	$154K	Sell	13,941 -410	-3%	-$4.56K	﹤0.01%	2656
2025 Q3	$161K	Buy	14,351 +1,623	+13%	+$18.9K	﹤0.01%	2463
2025 Q2	$150K	Sell	12,728 -100	-0.8%	-$1.16K	﹤0.01%	2303
2025 Q1	$152K	Sell	12,828 -300	-2%	-$3.5K	﹤0.01%	2179
2024 Q4	$151K	Sell	13,128 -710	-5%	-$8.48K	﹤0.01%	2160
2024 Q3	$172K	Sell	13,838 -798	-5%	-$9.79K	﹤0.01%	2039
2024 Q2	$175K	Buy	14,636 +2,134	+17%	+$24.7K	﹤0.01%	1959
2024 Q1	$149K	Buy	12,502 +2,132	+21%	+$25.6K	﹤0.01%	1928
2023 Q4	$125K	Buy	+10,370	New	+$118K	﹤0.01%	1873
2023 Q3	–	Sell	-14,357	Closed	-$175K	–	3482
2023 Q2	$175K	Buy	14,357 +498	+4%	+$6.19K	﹤0.01%	1682
2023 Q1	$174K	Buy	13,859 +1,102	+9%	+$14.1K	﹤0.01%	1585
2022 Q4	$157K	Sell	12,757 -2,343	-16%	-$28.9K	﹤0.01%	1267
2022 Q3	$188K	Buy	15,100 +567	+4%	+$7.72K	﹤0.01%	1369
2022 Q2	$198K	Buy	14,533 +1,533	+12%	+$21.5K	﹤0.01%	1398
2022 Q1	$200K	Buy	13,000 +5,233	+67%	+$82.1K	﹤0.01%	1019
2021 Q4	$132K	Buy	+7,767	New	+$138K	﹤0.01%	1565

Other funds holding BKT

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return