TWM
BKT icon

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
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

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KIM
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GC
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Raymond James Financial
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RCM
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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