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Transform Wealth’s BlackRock Income Trust BKT Stock Holding History

Transform Wealth’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
2024
Q1 		– Sell
-23,755
Closed -$289K – 226
2023
Q4 		$289K Hold
23,755
– – 0.03% 209
2023
Q3 		$270K Sell
23,755
-23,755
-50% -$281K 0.03% 210
2023
Q2 		$578K Hold
47,510
– – 0.05% 170
2023
Q1 		$598K Buy
+47,510
New +$609K 0.06% 160

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

Transform Wealth's BKT Position: Q1 2024 in Review

Transform Wealth sold out of BlackRock Income Trust (BKT) in Q1 2024, closing a stake of 23,755 shares — an estimated $289K sold.

Transform Wealth first reported a position in BKT in Q1 2023 and held it in 4 quarters. The position peaked at $598K in Q1 2023. 58 funds tracked by Wall St. Rank hold BKT as of Q1 2024.

  • Transform Wealth reported no remaining BlackRock Income Trust position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 23,755 BlackRock Income Trust shares in Q1 2024, an estimated $289K.
  • Transform Wealth first reported a position in BlackRock Income Trust in Q1 2023 and held it in 4 quarters.
  • Transform Wealth's BlackRock Income Trust position peaked at $598K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.