Schrum Private Wealth Management’s BlackRock Municipal Income Trust BFK Stock Holding History

Schrum Private Wealth Management’s Portfolio BFK Stock Details BFK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,000	Closed	-$148K	–	127
2024 Q3	$148K	Buy	+14,000	New	+$145K	0.08%	167
2023 Q4	–	Sell	-15,500	Closed	-$137K	–	99
2023 Q3	$137K	Hold	15,500	–	–	0.16%	111
2023 Q2	$154K	Sell	15,500 -993	-6%	-$9.85K	0.17%	109
2023 Q1	$168K	Sell	16,493 -2,385	-13%	-$24.4K	0.19%	106
2022 Q4	$190K	Hold	18,878	–	–	0.23%	107
2022 Q3	$180K	Hold	18,878	–	–	0.23%	106
2022 Q2	$203K	Hold	18,878	–	–	0.23%	110
2022 Q1	$220K	Hold	18,878	–	–	0.22%	110
2021 Q4	$293K	Buy	+18,878	New	+$284K	0.27%	95

Other funds holding BFK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schrum Private Wealth Management's BFK Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q4 2024, closing a stake of 14,000 shares — an estimated $148K sold.

Schrum Private Wealth Management first reported a position in BFK in Q4 2021 and held it in 9 quarters. The position peaked at $293K in Q4 2021. 88 funds tracked by Wall St. Rank hold BFK as of Q4 2024.

Schrum Private Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
Schrum Private Wealth Management sold 14,000 BlackRock Municipal Income Trust shares in Q4 2024, an estimated $148K.
Schrum Private Wealth Management first reported a position in BlackRock Municipal Income Trust in Q4 2021 and held it in 9 quarters.
Schrum Private Wealth Management's BlackRock Municipal Income Trust position peaked at $293K in Q4 2021.
88 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.