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Shaker Financial Services’s BlackRock Income Trust BKT Stock Holding History

Shaker Financial Services’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
Q4 		– Sell
-24,402
Closed -$274K – 167
2025
Q3 		$274K Buy
+24,402
New +$284K 0.09% 133
2016
Q3 		– Sell
-3,556
Closed -$71K – 115
2016
Q2 		$71K Buy
+3,556
New +$70K 0.05% 109
2014
Q4 		– Sell
-13,478
Closed -$257K – 140
2014
Q3 		$257K Hold
13,478
– – 0.17% 106
2014
Q2 		$268K Buy
+13,478
New +$267K 0.16% 124

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Shaker Financial Services's BKT Position: Q4 2025 in Review

Shaker Financial Services sold out of BlackRock Income Trust (BKT) in Q4 2025, closing a stake of 24,402 shares — an estimated $274K sold.

Shaker Financial Services first reported a position in BKT in Q2 2014 and held it in 4 quarters. The position peaked at $274K in Q3 2025. 72 funds tracked by Wall St. Rank hold BKT as of Q4 2025.

  • Shaker Financial Services reported no remaining BlackRock Income Trust position as of Q4 2025 after selling out during the quarter.
  • Shaker Financial Services sold 24,402 BlackRock Income Trust shares in Q4 2025, an estimated $274K.
  • Shaker Financial Services first reported a position in BlackRock Income Trust in Q2 2014 and held it in 4 quarters.
  • Shaker Financial Services's BlackRock Income Trust position peaked at $274K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2025.

Based on Shaker Financial Services's 13F filing for Q4 2025, filed 26 Jan 2026.