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Rockbridge Investment Management’s BlackRock Income Trust BKT Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-382
Closed -$4.65K – 181
2023
Q4 		$4.65K Buy
+382
New +$4.36K ﹤0.01% 474
2022
Q3 		– Sell
-575
Closed -$7.83K – 162
2022
Q2 		$7.83K Sell
575
-192
-25% -$2.69K ﹤0.01% 398
2022
Q1 		$11.7K Hold
767
– – ﹤0.01% 490
2021
Q4 		$13K Hold
767
– – ﹤0.01% 534
2021
Q3 		$14K Hold
767
– – ﹤0.01% 476
2021
Q2 		$15K Hold
767
– – ﹤0.01% 466
2021
Q1 		$14K Hold
767
– – ﹤0.01% 460
2020
Q4 		$14K Hold
767
– – ﹤0.01% 461
2020
Q3 		$14K Hold
767
– – ﹤0.01% 426
2020
Q2 		$14K Buy
+767
New +$14K ﹤0.01% 383

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

Rockbridge Investment Management's BKT Position: Q1 2024 in Review

Rockbridge Investment Management sold out of BlackRock Income Trust (BKT) in Q1 2024, closing a stake of 382 shares — an estimated $4.65K sold.

Rockbridge Investment Management first reported a position in BKT in Q2 2020 and held it in 10 quarters. The position peaked at $15K in Q2 2021. 58 funds tracked by Wall St. Rank hold BKT as of Q1 2024.

  • Rockbridge Investment Management reported no remaining BlackRock Income Trust position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 382 BlackRock Income Trust shares in Q1 2024, an estimated $4.65K.
  • Rockbridge Investment Management first reported a position in BlackRock Income Trust in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's BlackRock Income Trust position peaked at $15K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.