SSWM
BKN

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

Sheets Smith 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
2022
Q2 		– Sell
-10,312
Closed -$148K – 308
2022
Q1 		$148K Hold
10,312
– – 0.02% 345
2021
Q4 		$179K Hold
10,312
– – 0.02% 365
2021
Q3 		$178K Hold
10,312
– – 0.02% 358
2021
Q2 		$190K Hold
10,312
– – 0.03% 352
2021
Q1 		$182K Hold
10,312
– – 0.03% 322
2020
Q4 		$177K Hold
10,312
– – 0.03% 325
2020
Q3 		$161K Hold
10,312
– – 0.03% 289
2020
Q2 		$159K Buy
+10,312
New +$155K 0.03% 250

Other funds holding BKN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return