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Allworth Financial’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Allworth Financial’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.67K Sell
612
-2,241
-79% -$28.2K ﹤0.01% 3888
2026
Q1 		$35.7K Buy
2,853
+2,750
+2,670% +$35.8K ﹤0.01% 2579
2025
Q4 		$1.35K Buy
103
+3
+3% +$40 ﹤0.01% 4267
2025
Q3 		$1.34K Hold
100
– – ﹤0.01% 4168
2025
Q2 		$1.46K Hold
100
– – ﹤0.01% 3834
2025
Q1 		$1.39K Hold
100
– – ﹤0.01% 3343
2024
Q4 		$1.47K Hold
100
– – ﹤0.01% 3266
2024
Q3 		$1.52K Hold
100
– – ﹤0.01% 3072
2024
Q2 		$1.46K Sell
100
-3,348
-97% -$50.6K ﹤0.01% 3039
2024
Q1 		$54.8K Buy
3,448
+3,048
+762% +$46.9K ﹤0.01% 1269
2023
Q4 		$6K Hold
400
– – ﹤0.01% 2196
2023
Q3 		$5.79K Hold
400
– – ﹤0.01% 2047
2023
Q2 		$5.75K Hold
400
– – ﹤0.01% 2044
2023
Q1 		$5.84K Hold
400
– – ﹤0.01% 1981
2022
Q4 		$5.68K Hold
400
– – ﹤0.01% 1851
2022
Q3 		$6K Buy
400
+300
+300% +$4.64K ﹤0.01% 1807
2022
Q2 		$1K Hold
100
– – ﹤0.01% 2092
2022
Q1 		$2K Hold
100
– – ﹤0.01% 1774
2021
Q4 		$2K Hold
100
– – ﹤0.01% 1705
2021
Q3 		$2K Buy
+100
New +$1.86K ﹤0.01% 1661

Other funds holding BIT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allworth Financial's BIT Position: Q2 2026 in Review

Allworth Financial reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 79% in Q2 2026, selling an estimated $28.2K and leaving 612 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3888.

Allworth Financial first reported a position in BIT in Q3 2021 and has held it in 20 quarters since. The position peaked at $54.8K in Q1 2024. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • Allworth Financial held 612 shares of BlackRock Multi-Sector Income Trust worth $7.67K as of Q2 2026.
  • Allworth Financial sold 2,241 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $28.2K.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3888 holding.
  • Allworth Financial first reported a position in BlackRock Multi-Sector Income Trust in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's BlackRock Multi-Sector Income Trust position peaked at $54.8K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.