Simon Quick Advisors’s BlackRock Municipal Income Trust BFK Stock Holding History

Simon Quick Advisors’s Portfolio BFK Stock Details BFK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,521	Closed	-$114K	–	388
2025 Q1	$114K	Buy	11,521 +323	+3%	+$3.26K	0.01%	594
2024 Q4	$110K	Buy	11,198 +764	+7%	+$7.85K	0.01%	475
2024 Q3	$110K	Buy	+10,434	New	+$108K	0.01%	429
2024 Q2	–	Sell	-14,899	Closed	-$154K	–	393
2024 Q1	$154K	Buy	14,899 +1,562	+12%	+$16K	0.01%	398
2023 Q4	$134K	Buy	13,337 +1,141	+9%	+$10.8K	0.01%	325
2023 Q3	$108K	Buy	+12,196	New	+$118K	0.01%	336

Other funds holding BFK

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simon Quick Advisors's BFK Position: Q2 2025 in Review

Simon Quick Advisors sold out of BlackRock Municipal Income Trust (BFK) in Q2 2025, closing a stake of 11,521 shares — an estimated $114K sold.

Simon Quick Advisors first reported a position in BFK in Q3 2023 and held it in 6 quarters. The position peaked at $154K in Q1 2024. 91 funds tracked by Wall St. Rank hold BFK as of Q2 2025.

Simon Quick Advisors reported no remaining BlackRock Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 11,521 BlackRock Municipal Income Trust shares in Q2 2025, an estimated $114K.
Simon Quick Advisors first reported a position in BlackRock Municipal Income Trust in Q3 2023 and held it in 6 quarters.
Simon Quick Advisors's BlackRock Municipal Income Trust position peaked at $154K in Q1 2024.
91 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.