Wealthcare Advisory Partners’s BlackRock Income Trust BKT Stock Holding History

Wealthcare Advisory Partners’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
2021 Q4	–	Sell	-3,740	Closed	-$68K	–	581
2021 Q3	$68K	Buy	3,740 +10	+0.3%	+$191	﹤0.01%	540
2021 Q2	$71K	Buy	3,730 +10	+0.3%	+$186	﹤0.01%	546
2021 Q1	$68K	Sell	3,720 -165	-4%	-$3.02K	﹤0.01%	787
2020 Q4	$71K	Buy	3,885 +13	+0.3%	+$238	0.01%	426
2020 Q3	$71K	Buy	3,872 +412	+12%	+$7.62K	0.01%	354
2020 Q2	$64K	Buy	+3,460	New	+$63.2K	0.01%	315
2017 Q4	–	Sell	-333	Closed	-$6K	–	1082
2017 Q3	$6K	Buy	+333	New	+$6.31K	﹤0.01%	615

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

RJA

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wealthcare Advisory Partners's BKT Position: Q4 2021 in Review

Wealthcare Advisory Partners sold out of BlackRock Income Trust (BKT) in Q4 2021, closing a stake of 3,740 shares — an estimated $68K sold.

Wealthcare Advisory Partners first reported a position in BKT in Q3 2017 and held it in 7 quarters. The position peaked at $71K in Q2 2021. 79 funds tracked by Wall St. Rank hold BKT as of Q4 2021.

Wealthcare Advisory Partners reported no remaining BlackRock Income Trust position as of Q4 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,740 BlackRock Income Trust shares in Q4 2021, an estimated $68K.
Wealthcare Advisory Partners first reported a position in BlackRock Income Trust in Q3 2017 and held it in 7 quarters.
Wealthcare Advisory Partners's BlackRock Income Trust position peaked at $71K in Q2 2021.
79 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2021, filed 11 Feb 2022.