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TrueWealth Advisors’s BlackRock Income Trust BKT Stock Holding History

TrueWealth Advisors’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
-11,495
Closed -$140K – 210
2023
Q4 		$140K Buy
11,495
+347
+3% +$3.96K 0.05% 197
2023
Q3 		$127K Buy
11,148
+242
+2% +$2.87K 0.05% 196
2023
Q2 		$133K Buy
10,906
+227
+2% +$2.82K 0.05% 186
2023
Q1 		$134K Sell
10,679
-4,108
-28% -$52.6K 0.06% 183
2022
Q4 		$182K Sell
14,787
-6,634
-31% -$81.9K 0.08% 178
2022
Q3 		$266K Sell
21,421
-20,847
-49% -$284K 0.13% 126
2022
Q2 		$576K Sell
42,268
-5,639
-12% -$79.1K 0.27% 76
2022
Q1 		$812K Hold
47,907
– – 0.36% 59
2021
Q4 		$812K Buy
47,907
+43,021
+880% +$766K 0.36% 59
2021
Q3 		$89K Buy
+4,886
New +$93.3K 0.05% 139

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

TrueWealth Advisors's BKT Position: Q1 2024 in Review

TrueWealth Advisors sold out of BlackRock Income Trust (BKT) in Q1 2024, closing a stake of 11,495 shares — an estimated $140K sold.

TrueWealth Advisors first reported a position in BKT in Q3 2021 and held it in 10 quarters. The position peaked at $812K in Q1 2022. 58 funds tracked by Wall St. Rank hold BKT as of Q1 2024.

  • TrueWealth Advisors reported no remaining BlackRock Income Trust position as of Q1 2024 after selling out during the quarter.
  • TrueWealth Advisors sold 11,495 BlackRock Income Trust shares in Q1 2024, an estimated $140K.
  • TrueWealth Advisors first reported a position in BlackRock Income Trust in Q3 2021 and held it in 10 quarters.
  • TrueWealth Advisors's BlackRock Income Trust position peaked at $812K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2024.

Based on TrueWealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.