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SageView Advisory Group’s BlackRock Income Trust BKT Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-38
Closed -$419 – 808
2025
Q4 		$419 Buy
+38
New +$422 ﹤0.01% 2462

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BG
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SageView Advisory Group's BKT Position: Q1 2026 in Review

SageView Advisory Group sold out of BlackRock Income Trust (BKT) in Q1 2026, closing a stake of 38 shares — an estimated $419 sold.

SageView Advisory Group first reported a position in BKT in Q4 2025 and held it in 1 quarter. The position peaked at $419 in Q4 2025. 71 funds tracked by Wall St. Rank hold BKT as of Q1 2026.

  • SageView Advisory Group reported no remaining BlackRock Income Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 38 BlackRock Income Trust shares in Q1 2026, an estimated $419.
  • SageView Advisory Group first reported a position in BlackRock Income Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's BlackRock Income Trust position peaked at $419 in Q4 2025.
  • 71 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.