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Verdence Capital Advisors’s BlackRock Income Trust BKT Stock Holding History

Verdence Capital 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
2026
Q2 		– Sell
-10,298
Closed -$109K – 661
2026
Q1 		$109K Sell
10,298
-261
-2% -$2.87K 0.01% 628
2025
Q4 		$117K Sell
10,559
-16,369
-61% -$182K 0.01% 633
2025
Q3 		$301K Buy
+26,928
New +$314K 0.02% 594

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
LPL Financial
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Verdence Capital Advisors's BKT Position: Q2 2026 in Review

Verdence Capital Advisors sold out of BlackRock Income Trust (BKT) in Q2 2026, closing a stake of 10,298 shares — an estimated $109K sold.

Verdence Capital Advisors first reported a position in BKT in Q3 2025 and held it in 3 quarters. The position peaked at $301K in Q3 2025. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

  • Verdence Capital Advisors reported no remaining BlackRock Income Trust position as of Q2 2026 after selling out during the quarter.
  • Verdence Capital Advisors sold 10,298 BlackRock Income Trust shares in Q2 2026, an estimated $109K.
  • Verdence Capital Advisors first reported a position in BlackRock Income Trust in Q3 2025 and held it in 3 quarters.
  • Verdence Capital Advisors's BlackRock Income Trust position peaked at $301K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.