Optima Capital’s BlackRock Income Trust BKT Stock Holding History

Optima Capital’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	–	Sell	-902	Closed	-$9.96K	–	288
2025 Q4	$9.96K	Buy	+902	New	+$10K	﹤0.01%	522

Other funds holding BKT

SIA

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

KIM

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 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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

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

1CP

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

Optima Capital's BKT Position: Q1 2026 in Review

Optima Capital sold out of BlackRock Income Trust (BKT) in Q1 2026, closing a stake of 902 shares — an estimated $9.96K sold.

Optima Capital first reported a position in BKT in Q4 2025 and held it in 1 quarter. The position peaked at $9.96K in Q4 2025. 68 funds tracked by Wall St. Rank hold BKT as of Q1 2026.

Optima Capital reported no remaining BlackRock Income Trust position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 902 BlackRock Income Trust shares in Q1 2026, an estimated $9.96K.
Optima Capital first reported a position in BlackRock Income Trust in Q4 2025 and held it in 1 quarter.
Optima Capital's BlackRock Income Trust position peaked at $9.96K in Q4 2025.
68 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.