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

Baird Financial Group’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
2022 Q3	–	Sell	-32,099	Closed	-$456K	–	1712
2022 Q2	$456K	Sell	32,099 -72	-0.2%	-$1.09K	﹤0.01%	1380
2022 Q1	$530K	Sell	32,171 -2,447	-7%	-$40.4K	﹤0.01%	1379
2021 Q4	$628K	Sell	34,618 -1,239	-3%	-$23K	﹤0.01%	1383
2021 Q3	$671K	Sell	35,857 -1,839	-5%	-$34.3K	﹤0.01%	1365
2021 Q2	$703K	Sell	37,696 -366	-1%	-$6.8K	﹤0.01%	1308
2021 Q1	$686K	Buy	38,062 +15,175	+66%	+$267K	﹤0.01%	1270
2020 Q4	$401K	Buy	22,887 +182	+0.8%	+$3K	﹤0.01%	1289
2020 Q3	$358K	Sell	22,705 -905	-4%	-$14.1K	﹤0.01%	1250
2020 Q2	$340K	Sell	23,610 -1,799	-7%	-$24.5K	﹤0.01%	1261
2020 Q1	$307K	Buy	+25,409	New	+$384K	﹤0.01%	1203

Other funds holding BIT

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

RJA

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

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

Baird Financial Group's BIT Position: Q3 2022 in Review

Baird Financial Group sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2022, closing a stake of 32,099 shares — an estimated $456K sold.

Baird Financial Group first reported a position in BIT in Q1 2020 and held it in 10 quarters. The position peaked at $703K in Q2 2021. 76 funds tracked by Wall St. Rank hold BIT as of Q3 2022.

Baird Financial Group reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2022 after selling out during the quarter.
Baird Financial Group sold 32,099 BlackRock Multi-Sector Income Trust shares in Q3 2022, an estimated $456K.
Baird Financial Group first reported a position in BlackRock Multi-Sector Income Trust in Q1 2020 and held it in 10 quarters.
Baird Financial Group's BlackRock Multi-Sector Income Trust position peaked at $703K in Q2 2021.
76 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.