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WMG Financial Advisors’s BlackRock Income Trust BKT Stock Holding History

WMG Financial 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
2025
Q4 		– Sell
-11,596
Closed -$130K – 117
2025
Q3 		$130K Sell
11,596
-1,500
-11% -$17.5K 0.04% 206
2025
Q2 		$154K Sell
13,096
-4,650
-26% -$53.7K 0.06% 182
2025
Q1 		$210K Sell
17,746
-516
-3% -$6.02K 0.09% 158
2024
Q4 		$210K Sell
18,262
-8,366
-31% -$99.9K 0.09% 155
2024
Q3 		$331K Buy
26,628
+2,133
+9% +$26.2K 0.15% 100
2024
Q2 		$292K Buy
24,495
+9,779
+66% +$113K 0.15% 98
2024
Q1 		$175K Hold
14,716
– – 0.1% 140
2023
Q4 		$179K Buy
+14,716
New +$168K 0.12% 118
2023
Q3 		– Sell
-12,749
Closed -$155K – 102
2023
Q2 		$155K Buy
12,749
+2,450
+24% +$30.5K 0.11% 116
2023
Q1 		$130K Buy
+10,299
New +$132K 0.11% 112
2022
Q4 		– Sell
-4,300
Closed -$53K – 139
2022
Q3 		$53K Hold
4,300
– – 0.05% 135
2022
Q2 		$59K Buy
+4,300
New +$60.3K 0.05% 139

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

WMG Financial Advisors's BKT Position: Q4 2025 in Review

WMG Financial Advisors sold out of BlackRock Income Trust (BKT) in Q4 2025, closing a stake of 11,596 shares — an estimated $130K sold.

WMG Financial Advisors first reported a position in BKT in Q2 2022 and held it in 12 quarters. The position peaked at $331K in Q3 2024. 72 funds tracked by Wall St. Rank hold BKT as of Q4 2025.

  • WMG Financial Advisors reported no remaining BlackRock Income Trust position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 11,596 BlackRock Income Trust shares in Q4 2025, an estimated $130K.
  • WMG Financial Advisors first reported a position in BlackRock Income Trust in Q2 2022 and held it in 12 quarters.
  • WMG Financial Advisors's BlackRock Income Trust position peaked at $331K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.