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

Primoris Wealth 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
2026 Q1	–	Sell	-89,130	Closed	-$998K	–	99
2025 Q4	$998K	Buy	89,130 +630	+0.7%	+$7.07K	0.6%	46
2025 Q3	$1M	Hold	88,500	–	–	0.64%	41
2025 Q2	$966K	Sell	88,500 -17,000	-16%	-$184K	0.66%	42
2025 Q1	$1.21M	Buy	105,500 +6,500	+7%	+$74.5K	0.94%	35
2024 Q4	$1.1M	Buy	99,000 +1,500	+2%	+$18.4K	0.84%	33
2024 Q3	$1.26M	Buy	97,500 +43,000	+79%	+$531K	0.91%	38
2024 Q2	$652K	Buy	54,500 +10,000	+22%	+$120K	0.52%	54
2024 Q1	$552K	Buy	44,500 +6,000	+16%	+$72.1K	0.44%	58
2023 Q4	$457K	Hold	38,500	–	–	0.43%	56
2023 Q3	$390K	Buy	38,500 +10,000	+35%	+$112K	0.47%	48
2023 Q2	$331K	Buy	+28,500	New	+$328K	0.36%	52

Primoris Wealth Advisors's BKN Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q1 2026, closing a stake of 89,130 shares — an estimated $998K sold.

Primoris Wealth Advisors first reported a position in BKN in Q2 2023 and held it in 11 quarters. The position peaked at $1.26M in Q3 2024. 0 funds tracked by Wall St. Rank hold BKN as of Q1 2026.

Primoris Wealth Advisors reported no remaining BlackRock Investment Quality Municipal Trust position as of Q1 2026 after selling out during the quarter.
Primoris Wealth Advisors sold 89,130 BlackRock Investment Quality Municipal Trust shares in Q1 2026, an estimated $998K.
Primoris Wealth Advisors first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2023 and held it in 11 quarters.
Primoris Wealth Advisors's BlackRock Investment Quality Municipal Trust position peaked at $1.26M in Q3 2024.
0 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.