Virtus Investment Advisers’s BlackRock Income Trust BKT Stock Holding History

Virtus Investment 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
2026 Q2	$347K	Sell	32,326 -5,903	-15%	-$62.4K	0.08%	349
2026 Q1	$404K	Sell	38,229 -7,489	-16%	-$82.3K	0.11%	245
2025 Q4	$505K	Sell	45,718 -12,985	-22%	-$144K	0.14%	231
2025 Q3	$660K	Sell	58,703 -2,049	-3%	-$23.9K	0.19%	179
2025 Q2	$714K	Sell	60,752 -23,219	-28%	-$268K	0.24%	168
2025 Q1	$995K	Buy	+83,971	New	+$980K	0.27%	155

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Virtus Investment Advisers's BKT Position: Q2 2026 in Review

Virtus Investment Advisers reduced its BlackRock Income Trust (BKT) stake by 15% in Q2 2026, selling an estimated $62.4K and leaving 32,326 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #349.

Virtus Investment Advisers first reported a position in BKT in Q1 2025 and has held it in 6 quarters since. The position peaked at $995K in Q1 2025. 66 funds tracked by Wall St. Rank hold BKT as of Q2 2026.

Virtus Investment Advisers held 32,326 shares of BlackRock Income Trust worth $347K as of Q2 2026.
Virtus Investment Advisers sold 5,903 BlackRock Income Trust shares in Q2 2026, an estimated $62.4K.
BlackRock Income Trust made up 0.08% of Virtus Investment Advisers's portfolio in Q2 2026, its #349 holding.
Virtus Investment Advisers first reported a position in BlackRock Income Trust in Q1 2025 and has held it in 6 quarters since.
Virtus Investment Advisers's BlackRock Income Trust position peaked at $995K in Q1 2025.
66 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.