Semus Wealth Partners’s BlackRock Income Trust BKT Stock Holding History

Semus Wealth Partners’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
2025 Q1	–	Sell	-10,099	Closed	-$116K	–	116
2024 Q4	$116K	Sell	10,099 -2,449	-20%	-$29.3K	0.08%	110
2024 Q3	$156K	Sell	12,548 -5,641	-31%	-$69.2K	0.11%	117
2024 Q2	$217K	Sell	18,189 -8,733	-32%	-$101K	0.17%	105
2024 Q1	$320K	Sell	26,922 -3,374	-11%	-$40.5K	0.27%	84
2023 Q4	$369K	Sell	30,296 -696	-2%	-$7.95K	0.3%	72
2023 Q3	$353K	Hold	30,992	–	–	0.33%	69
2023 Q2	$377K	Hold	30,992	–	–	0.35%	63
2023 Q1	$390K	Sell	30,992 -2	-0%	-$26	0.42%	56
2022 Q4	$382K	Buy	+30,994	New	+$383K	0.46%	61

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Semus Wealth Partners's BKT Position: Q1 2025 in Review

Semus Wealth Partners sold out of BlackRock Income Trust (BKT) in Q1 2025, closing a stake of 10,099 shares — an estimated $116K sold.

Semus Wealth Partners first reported a position in BKT in Q4 2022 and held it in 9 quarters. The position peaked at $390K in Q1 2023. 53 funds tracked by Wall St. Rank hold BKT as of Q1 2025.

Semus Wealth Partners reported no remaining BlackRock Income Trust position as of Q1 2025 after selling out during the quarter.
Semus Wealth Partners sold 10,099 BlackRock Income Trust shares in Q1 2025, an estimated $116K.
Semus Wealth Partners first reported a position in BlackRock Income Trust in Q4 2022 and held it in 9 quarters.
Semus Wealth Partners's BlackRock Income Trust position peaked at $390K in Q1 2023.
53 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2025.

Based on Semus Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.