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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Sheets Smith Wealth Management's BKN Position: Q2 2022 in Review

Sheets Smith Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q2 2022, closing a stake of 10,312 shares — an estimated $148K sold.

Sheets Smith Wealth Management first reported a position in BKN in Q2 2020 and held it in 8 quarters. The position peaked at $190K in Q2 2021. 56 funds tracked by Wall St. Rank hold BKN as of Q2 2022.

Sheets Smith Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q2 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 10,312 BlackRock Investment Quality Municipal Trust shares in Q2 2022, an estimated $148K.
Sheets Smith Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2020 and held it in 8 quarters.
Sheets Smith Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $190K in Q2 2021.
56 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q2 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.