Bridge Advisory’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Bridge Advisory’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 Q4	–	Sell	-85,493	Closed	-$1.22M	–	129
2022 Q3	$1.22M	Buy	85,493 +2,211	+3%	+$34.2K	0.59%	40
2022 Q2	$1.22M	Buy	+83,282	New	+$1.26M	0.59%	37

Other funds holding BIT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bridge Advisory's BIT Position: Q4 2022 in Review

Bridge Advisory sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2022, closing a stake of 85,493 shares — an estimated $1.22M sold.

Bridge Advisory first reported a position in BIT in Q2 2022 and held it in 2 quarters. The position peaked at $1.22M in Q2 2022. 82 funds tracked by Wall St. Rank hold BIT as of Q4 2022.

Bridge Advisory reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2022 after selling out during the quarter.
Bridge Advisory sold 85,493 BlackRock Multi-Sector Income Trust shares in Q4 2022, an estimated $1.22M.
Bridge Advisory first reported a position in BlackRock Multi-Sector Income Trust in Q2 2022 and held it in 2 quarters.
Bridge Advisory's BlackRock Multi-Sector Income Trust position peaked at $1.22M in Q2 2022.
82 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2022.

Based on Bridge Advisory's 13F filing for Q4 2022, filed 17 Jan 2023.