SWM
BKN

Seed Wealth Management’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Seed Wealth Management’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
2024
Q3 		– Sell
-12,000
Closed -$144K – 158
2024
Q2 		$144K Hold
12,000
– – 0.13% 147
2024
Q1 		$148K Hold
12,000
– – 0.14% 147
2023
Q4 		$143K Buy
+12,000
New +$129K 0.14% 145

Other funds holding BKN

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $548M AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Seed Wealth Management's BKN Position: Q3 2024 in Review

Seed Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2024, closing a stake of 12,000 shares — an estimated $144K sold.

Seed Wealth Management first reported a position in BKN in Q4 2023 and held it in 3 quarters. The position peaked at $148K in Q1 2024. 60 funds tracked by Wall St. Rank hold BKN as of Q3 2024.

  • Seed Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Seed Wealth Management sold 12,000 BlackRock Investment Quality Municipal Trust shares in Q3 2024, an estimated $144K.
  • Seed Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q4 2023 and held it in 3 quarters.
  • Seed Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $148K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2024.

Based on Seed Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.