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World Investment Advisors’s BlackRock Income Trust BKT Stock Holding History

World Investment 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
Q1 		– Sell
-14,714
Closed -$170K – 1059
2024
Q4 		$170K Buy
+14,714
New +$176K ﹤0.01% 977

Other funds holding BKT

SIA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

World Investment Advisors's BKT Position: Q1 2025 in Review

World Investment Advisors sold out of BlackRock Income Trust (BKT) in Q1 2025, closing a stake of 14,714 shares — an estimated $170K sold.

World Investment Advisors first reported a position in BKT in Q4 2024 and held it in 1 quarter. The position peaked at $170K in Q4 2024. 53 funds tracked by Wall St. Rank hold BKT as of Q1 2025.

  • World Investment Advisors reported no remaining BlackRock Income Trust position as of Q1 2025 after selling out during the quarter.
  • World Investment Advisors sold 14,714 BlackRock Income Trust shares in Q1 2025, an estimated $170K.
  • World Investment Advisors first reported a position in BlackRock Income Trust in Q4 2024 and held it in 1 quarter.
  • World Investment Advisors's BlackRock Income Trust position peaked at $170K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.