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Beta Wealth Group’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Beta Wealth 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
2026
Q1 		– Sell
-142,579
Closed -$1.86M – 114
2025
Q4 		$1.86M Buy
+142,579
New +$1.88M 0.75% 33
2014
Q1 		$892K Sell
50,256
-6,000
-11% -$105K 10.41% 2
2013
Q4 		$963K Buy
+56,256
New +$943K 12.21% 2

Other funds holding BIT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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 Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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 $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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Beta Wealth Group's BIT Position: Q1 2026 in Review

Beta Wealth Group sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2026, closing a stake of 142,579 shares — an estimated $1.86M sold.

Beta Wealth Group first reported a position in BIT in Q4 2013 and held it in 3 quarters. The position peaked at $1.86M in Q4 2025. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

  • Beta Wealth Group reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2026 after selling out during the quarter.
  • Beta Wealth Group sold 142,579 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $1.86M.
  • Beta Wealth Group first reported a position in BlackRock Multi-Sector Income Trust in Q4 2013 and held it in 3 quarters.
  • Beta Wealth Group's BlackRock Multi-Sector Income Trust position peaked at $1.86M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.