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Virtue Capital Management’s BlackRock Income Trust BKT Stock Holding History

Virtue Capital 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
Q2 		– Sell
-11,791
Closed -$139K – 277
2025
Q1 		$139K Buy
+11,791
New +$138K 0.02% 454
2024
Q3 		– Sell
-26,204
Closed -$315K – 274
2024
Q2 		$315K Buy
+26,204
New +$304K 0.05% 279

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GC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Virtue Capital Management's BKT Position: Q2 2025 in Review

Virtue Capital Management sold out of BlackRock Income Trust (BKT) in Q2 2025, closing a stake of 11,791 shares — an estimated $139K sold.

Virtue Capital Management first reported a position in BKT in Q2 2024 and held it in 2 quarters. The position peaked at $315K in Q2 2024. 59 funds tracked by Wall St. Rank hold BKT as of Q2 2025.

  • Virtue Capital Management reported no remaining BlackRock Income Trust position as of Q2 2025 after selling out during the quarter.
  • Virtue Capital Management sold 11,791 BlackRock Income Trust shares in Q2 2025, an estimated $139K.
  • Virtue Capital Management first reported a position in BlackRock Income Trust in Q2 2024 and held it in 2 quarters.
  • Virtue Capital Management's BlackRock Income Trust position peaked at $315K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.