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Caldwell Sutter Capital’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Caldwell Sutter Capital’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
2025
Q4 		– Sell
-500
Closed -$6.7K – 879
2025
Q3 		$6.7K Buy
+500
New +$7.08K ﹤0.01% 600

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RCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caldwell Sutter Capital's BIT Position: Q4 2025 in Review

Caldwell Sutter Capital sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2025, closing a stake of 500 shares — an estimated $6.7K sold.

Caldwell Sutter Capital first reported a position in BIT in Q3 2025 and held it in 1 quarter. The position peaked at $6.7K in Q3 2025. 106 funds tracked by Wall St. Rank hold BIT as of Q4 2025.

  • Caldwell Sutter Capital reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 500 BlackRock Multi-Sector Income Trust shares in Q4 2025, an estimated $6.7K.
  • Caldwell Sutter Capital first reported a position in BlackRock Multi-Sector Income Trust in Q3 2025 and held it in 1 quarter.
  • Caldwell Sutter Capital's BlackRock Multi-Sector Income Trust position peaked at $6.7K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2025.

Based on Caldwell Sutter Capital's 13F filing for Q4 2025, filed 30 Jan 2026.