SW
BKN

Simplicity Wealth’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-15,486
Closed -$185K – 560
2024
Q2 		$185K Buy
+15,486
New +$186K ﹤0.01% 1120

Other funds holding BKN

RCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CMI
Clare Market Investments Dallas, Texas $478M AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $143M AUM 41.6% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Simplicity Wealth's BKN Position: Q3 2024 in Review

Simplicity Wealth sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2024, closing a stake of 15,486 shares — an estimated $185K sold.

Simplicity Wealth first reported a position in BKN in Q2 2024 and held it in 1 quarter. The position peaked at $185K in Q2 2024. 60 funds tracked by Wall St. Rank hold BKN as of Q3 2024.

  • Simplicity Wealth reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 15,486 BlackRock Investment Quality Municipal Trust shares in Q3 2024, an estimated $185K.
  • Simplicity Wealth first reported a position in BlackRock Investment Quality Municipal Trust in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's BlackRock Investment Quality Municipal Trust position peaked at $185K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.