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Shulman DeMeo Asset Management’s BlackRock Income Trust BKT Stock Holding History

Shulman DeMeo Asset Management’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
2026
Q2 		$271K Sell
25,325
-785
-3% -$8.3K 0.05% 115
2026
Q1 		$276K Buy
+26,110
New +$287K 0.06% 111

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Shulman DeMeo Asset Management's BKT Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its BlackRock Income Trust (BKT) stake by 3% in Q2 2026, selling an estimated $8.3K and leaving 25,325 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #115.

Shulman DeMeo Asset Management first reported a position in BKT in Q1 2026 and has held it in 2 quarters since. The position peaked at $276K in Q1 2026. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

  • Shulman DeMeo Asset Management held 25,325 shares of BlackRock Income Trust worth $271K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 785 BlackRock Income Trust shares in Q2 2026, an estimated $8.3K.
  • BlackRock Income Trust made up 0.05% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #115 holding.
  • Shulman DeMeo Asset Management first reported a position in BlackRock Income Trust in Q1 2026 and has held it in 2 quarters since.
  • Shulman DeMeo Asset Management's BlackRock Income Trust position peaked at $276K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.