OLVIG
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Oliver Lagore Vanvalin Investment Group’s BlackRock Income Trust BKT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$13.7K Buy
+1,160
New +$13.4K 0.01% 392
2024
Q4 		$13.4K Hold
1,160
– – ﹤0.01% 407
2024
Q3 		$14.4K Sell
1,160
-30
-3% -$368 ﹤0.01% 387
2024
Q2 		$14.2K Buy
1,190
+524
+79% +$6.07K ﹤0.01% 375
2024
Q1 		$7.92K Hold
666
– – ﹤0.01% 446
2023
Q4 		$8.11K Hold
666
– – ﹤0.01% 448
2023
Q3 		$7.58K Hold
666
– – ﹤0.01% 486
2023
Q2 		$8.11K Hold
666
– – ﹤0.01% 501
2023
Q1 		$8.38K Hold
666
– – ﹤0.01% 406
2022
Q4 		$8.22K Buy
+666
New +$8.22K ﹤0.01% 390

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BKT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in BlackRock Income Trust (BKT) in Q2 2025: 1,160 shares worth $13.7K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BKT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BKT in Q4 2022 and has held it in 10 quarters since. The position peaked at $14.4K in Q3 2024. 59 funds tracked by Wall St. Rank hold BKT as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,160 shares of BlackRock Income Trust worth $13.7K as of Q2 2025.
  • BlackRock Income Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • BlackRock Income Trust made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #392 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in BlackRock Income Trust in Q4 2022 and has held it in 10 quarters since.
  • Oliver Lagore Vanvalin Investment Group's BlackRock Income Trust position peaked at $14.4K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.