RIL
BKN

Rothschild Investment LLC’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Rothschild Investment LLC’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
2025
Q3 		– Sell
-1,500
Closed -$16.4K – 3156
2025
Q2 		$16.4K Hold
1,500
– – ﹤0.01% 1070
2025
Q1 		$17.2K Hold
1,500
– – ﹤0.01% 1039
2024
Q4 		$16.7K Hold
1,500
– – ﹤0.01% 1043
2024
Q3 		$19.4K Hold
1,500
– – ﹤0.01% 1007
2024
Q2 		$18K Hold
1,500
– – ﹤0.01% 990
2024
Q1 		$18.6K Hold
1,500
– – ﹤0.01% 937
2023
Q4 		$17.8K Buy
+1,500
New +$16.1K ﹤0.01% 888

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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Rothschild Investment LLC's BKN Position: Q3 2025 in Review

Rothschild Investment LLC sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2025, closing a stake of 1,500 shares — an estimated $16.4K sold.

Rothschild Investment LLC first reported a position in BKN in Q4 2023 and held it in 7 quarters. The position peaked at $19.4K in Q3 2024. 64 funds tracked by Wall St. Rank hold BKN as of Q3 2025.

  • Rothschild Investment LLC reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 1,500 BlackRock Investment Quality Municipal Trust shares in Q3 2025, an estimated $16.4K.
  • Rothschild Investment LLC first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2023 and held it in 7 quarters.
  • Rothschild Investment LLC's BlackRock Investment Quality Municipal Trust position peaked at $19.4K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.