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Sound Income Strategies’s iShares MSCI BIC ETF BKF Stock Holding History

Sound Income Strategies’s Portfolio BKF Stock Details BKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-45
Closed -$1.83K – 697
2026
Q1 		$1.83K Hold
45
– – ﹤0.01% 2174
2025
Q4 		$2.01K Buy
+45
New +$2.01K ﹤0.01% 2137

Other funds holding BKF

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Sound Income Strategies's BKF Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares MSCI BIC ETF (BKF) in Q2 2026, closing a stake of 45 shares — an estimated $1.83K sold.

Sound Income Strategies first reported a position in BKF in Q4 2025 and held it in 2 quarters. The position peaked at $2.01K in Q4 2025. 21 funds tracked by Wall St. Rank hold BKF as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares MSCI BIC ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 45 iShares MSCI BIC ETF shares in Q2 2026, an estimated $1.83K.
  • Sound Income Strategies first reported a position in iShares MSCI BIC ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares MSCI BIC ETF position peaked at $2.01K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.