Steward Partners Investment Advisory’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	–	Sell	-986	Closed	-$10.8K	–	4271
2025 Q2	$10.8K	Hold	986	–	–	﹤0.01%	3180
2025 Q1	$11.3K	Hold	986	–	–	﹤0.01%	3030
2024 Q4	$11K	Hold	986	–	–	﹤0.01%	3058
2024 Q3	$12.7K	Buy	+986	New	+$12.2K	﹤0.01%	2855
2021 Q2	–	Sell	-1,256	Closed	-$22.1K	–	7113
2021 Q1	$22.1K	Buy	+1,256	New	+$21.9K	﹤0.01%	2420

Other funds holding BKN

RCM

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

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

HWAM

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIM

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

RCM

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

Steward Partners Investment Advisory's BKN Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2025, closing a stake of 986 shares — an estimated $10.8K sold.

Steward Partners Investment Advisory first reported a position in BKN in Q1 2021 and held it in 5 quarters. The position peaked at $22.1K in Q1 2021. 64 funds tracked by Wall St. Rank hold BKN as of Q3 2025.

Steward Partners Investment Advisory reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 986 BlackRock Investment Quality Municipal Trust shares in Q3 2025, an estimated $10.8K.
Steward Partners Investment Advisory first reported a position in BlackRock Investment Quality Municipal Trust in Q1 2021 and held it in 5 quarters.
Steward Partners Investment Advisory's BlackRock Investment Quality Municipal Trust position peaked at $22.1K in Q1 2021.
64 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.