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

Spire Wealth Management’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 Q2	–	Sell	-466	Closed	-$5.79K	–	2226
2024 Q1	$5.79K	Hold	466	–	–	﹤0.01%	1894
2023 Q4	$5.4K	Hold	466	–	–	﹤0.01%	1937
2023 Q3	$4.72K	Hold	466	–	–	﹤0.01%	1957
2023 Q2	$5.42K	Buy	466 +4	+0.9%	+$46	﹤0.01%	1976
2023 Q1	$5.57K	Buy	462 +4	+0.9%	+$48	﹤0.01%	2012
2022 Q4	$5K	Buy	+458	New	+$5.44K	﹤0.01%	1814
2022 Q3	–	Sell	-9,230	Closed	-$126K	–	2211
2022 Q2	$126K	Hold	9,230	–	–	0.01%	945
2022 Q1	$133K	Sell	9,230 -1,500	-14%	-$23.9K	﹤0.01%	1066
2021 Q4	$186K	Sell	10,730 -7,280	-40%	-$126K	﹤0.01%	1127
2021 Q3	$311K	Hold	18,010	–	–	0.01%	740
2021 Q2	$332K	Hold	18,010	–	–	0.01%	736
2021 Q1	$317K	Buy	+18,010	New	+$314K	0.01%	832

Other funds holding BKN

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

RCM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Spire Wealth Management's BKN Position: Q2 2024 in Review

Spire Wealth Management sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q2 2024, closing a stake of 466 shares — an estimated $5.79K sold.

Spire Wealth Management first reported a position in BKN in Q1 2021 and held it in 12 quarters. The position peaked at $332K in Q2 2021. 62 funds tracked by Wall St. Rank hold BKN as of Q2 2024.

Spire Wealth Management reported no remaining BlackRock Investment Quality Municipal Trust position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 466 BlackRock Investment Quality Municipal Trust shares in Q2 2024, an estimated $5.79K.
Spire Wealth Management first reported a position in BlackRock Investment Quality Municipal Trust in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's BlackRock Investment Quality Municipal Trust position peaked at $332K in Q2 2021.
62 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.