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 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 $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Allworth Financial's BIT Position: Q1 2026 in Review

Allworth Financial increased its BlackRock Multi-Sector Income Trust (BIT) stake by 2,670% in Q1 2026, buying an estimated $35.8K and bringing the position to 2,853 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Allworth Financial first reported a position in BIT in Q3 2021 and has held it in 19 quarters since. The position peaked at $54.8K in Q1 2024. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

Allworth Financial held 2,853 shares of BlackRock Multi-Sector Income Trust worth $35.7K as of Q1 2026.
Allworth Financial bought 2,750 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $35.8K.
BlackRock Multi-Sector Income Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2579 holding.
Allworth Financial first reported a position in BlackRock Multi-Sector Income Trust in Q3 2021 and has held it in 19 quarters since.
Allworth Financial's BlackRock Multi-Sector Income Trust position peaked at $54.8K in Q1 2024.
97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.