Valley National Advisers’s BlackRock Income Trust BKT Stock Holding History

Valley National Advisers’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
2022 Q1	–	Sell	-132	Closed	-$2K	–	912
2021 Q4	$2K	Hold	132	–	–	﹤0.01%	775
2021 Q3	$2K	Hold	132	–	–	﹤0.01%	752
2021 Q2	$3K	Buy	+132	New	+$2.46K	﹤0.01%	725

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Valley National Advisers's BKT Position: Q1 2022 in Review

Valley National Advisers sold out of BlackRock Income Trust (BKT) in Q1 2022, closing a stake of 132 shares — an estimated $2K sold.

Valley National Advisers first reported a position in BKT in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 80 funds tracked by Wall St. Rank hold BKT as of Q1 2022.

Valley National Advisers reported no remaining BlackRock Income Trust position as of Q1 2022 after selling out during the quarter.
Valley National Advisers sold 132 BlackRock Income Trust shares in Q1 2022, an estimated $2K.
Valley National Advisers first reported a position in BlackRock Income Trust in Q2 2021 and held it in 3 quarters.
Valley National Advisers's BlackRock Income Trust position peaked at $3K in Q2 2021.
80 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2022.

Based on Valley National Advisers's 13F filing for Q1 2022, filed 6 May 2022.