Tolleson Wealth Management’s BlackRock Income Trust BKT Stock Holding History

Tolleson Wealth Management’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 Q2	$170K	Sell	15,852 -12,633	-44%	-$134K	0.02%	96
2026 Q1	$301K	Hold	28,485	–	–	0.04%	79
2025 Q4	$314K	Hold	28,485	–	–	0.05%	80
2025 Q3	$320K	Hold	28,485	–	–	0.05%	77
2025 Q2	$335K	Hold	28,485	–	–	0.06%	69
2025 Q1	$338K	Hold	28,485	–	–	0.07%	68
2024 Q4	$328K	Hold	28,485	–	–	0.07%	75
2024 Q3	$354K	Sell	28,485 -1,043	-4%	-$12.8K	0.07%	65
2024 Q2	$352K	Sell	29,528 -228	-0.8%	-$2.64K	0.07%	67
2024 Q1	$354K	Hold	29,756	–	–	0.07%	68
2023 Q4	$362K	Buy	+29,756	New	+$340K	0.07%	67

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Tolleson Wealth Management's BKT Position: Q2 2026 in Review

Tolleson Wealth Management reduced its BlackRock Income Trust (BKT) stake by 44% in Q2 2026, selling an estimated $134K and leaving 15,852 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #96.

Tolleson Wealth Management first reported a position in BKT in Q4 2023 and has held it in 11 quarters since. The position peaked at $362K in Q4 2023. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

Tolleson Wealth Management held 15,852 shares of BlackRock Income Trust worth $170K as of Q2 2026.
Tolleson Wealth Management sold 12,633 BlackRock Income Trust shares in Q2 2026, an estimated $134K.
BlackRock Income Trust made up 0.02% of Tolleson Wealth Management's portfolio in Q2 2026, its #96 holding.
Tolleson Wealth Management first reported a position in BlackRock Income Trust in Q4 2023 and has held it in 11 quarters since.
Tolleson Wealth Management's BlackRock Income Trust position peaked at $362K in Q4 2023.
66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.