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Steward Partners Investment Advisory’s BlackRock Income Trust BKT Stock Holding History

Steward Partners Investment Advisory’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$547K Sell
51,777
-15,683
-23% -$172K ﹤0.01% 1475
2025
Q4 		$745K Buy
67,460
+7,581
+13% +$84.2K ﹤0.01% 1210
2025
Q3 		$673K Buy
59,879
+40,237
+205% +$469K ﹤0.01% 1238
2025
Q2 		$231K Buy
19,642
+7,660
+64% +$88.5K ﹤0.01% 1689
2025
Q1 		$142K Sell
11,982
-7,014
-37% -$81.9K ﹤0.01% 1815
2024
Q4 		$219K Sell
18,996
-1,112
-6% -$13.3K ﹤0.01% 1561
2024
Q3 		$250K Sell
20,108
-719
-3% -$8.82K ﹤0.01% 1414
2024
Q2 		$248K Sell
20,827
-960
-4% -$11.1K ﹤0.01% 1350
2024
Q1 		$259K Buy
21,787
+302
+1% +$3.63K ﹤0.01% 1318
2023
Q4 		$262K Sell
21,485
-2,271
-10% -$25.9K ﹤0.01% 1267
2023
Q3 		$270K Buy
23,756
+6,038
+34% +$71.5K ﹤0.01% 1160
2023
Q2 		$216K Sell
17,718
-82,499
-82% -$1.03M ﹤0.01% 1250
2023
Q1 		$1.26M Buy
100,217
+8,706
+10% +$112K 0.02% 616
2022
Q4 		$1.13M Sell
91,511
-2,977
-3% -$36.8K 0.02% 623
2022
Q3 		$1.17M Sell
94,488
-5,458
-5% -$74.3K 0.02% 569
2022
Q2 		$1.36M Sell
99,946
-64
-0.1% -$897 0.02% 551
2022
Q1 		$1.54M Buy
100,010
+8,262
+9% +$130K 0.02% 560
2021
Q4 		$1.55M Buy
91,748
+63,839
+229% +$1.14M 0.02% 566
2021
Q3 		$511K Buy
27,909
+11,665
+72% +$223K 0.01% 896
2021
Q2 		$309K Buy
16,244
+10,979
+209% +$204K 0.01% 1170
2021
Q1 		$96.5K Buy
5,265
+3,398
+182% +$62.2K ﹤0.01% 1647
2020
Q4 		$34K Hold
1,867
– – ﹤0.01% 1844
2020
Q3 		$34K Hold
1,867
– – ﹤0.01% 1661
2020
Q2 		$35K Hold
1,867
– – ﹤0.01% 1556
2020
Q1 		$32K Hold
1,867
– – ﹤0.01% 1429
2019
Q4 		$33K Hold
1,867
– – ﹤0.01% 1566
2019
Q3 		$34K Hold
1,867
– – ﹤0.01% 1516
2019
Q2 		$33K Buy
+1,867
New +$33.4K ﹤0.01% 1494
2018
Q4 		– Sell
-433
Closed -$7K – 919
2018
Q3 		$7K Hold
433
– – ﹤0.01% 2001
2018
Q2 		$8K Hold
433
– – ﹤0.01% 1805
2018
Q1 		$7K Hold
433
– – ﹤0.01% 1677
2017
Q4 		$8K Buy
433
+100
+30% +$1.86K ﹤0.01% 1393
2017
Q3 		$6K Hold
333
– – ﹤0.01% 1229
2017
Q2 		$6K Buy
+333
New +$6.26K ﹤0.01% 1160

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Steward Partners Investment Advisory's BKT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its BlackRock Income Trust (BKT) stake by 23% in Q1 2026, selling an estimated $172K and leaving 51,777 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Steward Partners Investment Advisory first reported a position in BKT in Q2 2017 and has held it in 34 quarters since. The position peaked at $1.55M in Q4 2021. 68 funds tracked by Wall St. Rank hold BKT as of Q1 2026.

  • Steward Partners Investment Advisory held 51,777 shares of BlackRock Income Trust worth $547K as of Q1 2026.
  • Steward Partners Investment Advisory sold 15,683 BlackRock Income Trust shares in Q1 2026, an estimated $172K.
  • BlackRock Income Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1475 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock Income Trust in Q2 2017 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's BlackRock Income Trust position peaked at $1.55M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.