Sound Income Strategies’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Sound Income Strategies’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 Q4	–	Sell	-1,639	Closed	-$21K	–	983
2022 Q3	$21K	Hold	1,639	–	–	﹤0.01%	349
2022 Q2	$22K	Hold	1,639	–	–	﹤0.01%	336
2022 Q1	$24K	Hold	1,639	–	–	﹤0.01%	325
2021 Q4	$28K	Hold	1,639	–	–	﹤0.01%	308
2021 Q3	$28K	Hold	1,639	–	–	﹤0.01%	294
2021 Q2	$30K	Buy	+1,639	New	+$30.6K	﹤0.01%	292
2021 Q1	–	Sell	-1,639	Closed	-$28K	–	978
2020 Q4	$28K	Hold	1,639	–	–	0.01%	271
2020 Q3	$26K	Hold	1,639	–	–	0.01%	256
2020 Q2	$25K	Hold	1,639	–	–	0.01%	239
2020 Q1	$25K	Buy	+1,639	New	+$25.2K	0.01%	207

Other funds holding BKN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Sound Income Strategies's BKN Position: Q4 2022 in Review

Sound Income Strategies sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q4 2022, closing a stake of 1,639 shares — an estimated $21K sold.

Sound Income Strategies first reported a position in BKN in Q1 2020 and held it in 10 quarters. The position peaked at $30K in Q2 2021. 60 funds tracked by Wall St. Rank hold BKN as of Q4 2022.

Sound Income Strategies reported no remaining BlackRock Investment Quality Municipal Trust position as of Q4 2022 after selling out during the quarter.
Sound Income Strategies sold 1,639 BlackRock Investment Quality Municipal Trust shares in Q4 2022, an estimated $21K.
Sound Income Strategies first reported a position in BlackRock Investment Quality Municipal Trust in Q1 2020 and held it in 10 quarters.
Sound Income Strategies's BlackRock Investment Quality Municipal Trust position peaked at $30K in Q2 2021.
60 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q4 2022.

Based on Sound Income Strategies's 13F filing for Q4 2022, filed 11 Jan 2023.