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Capital Investment Advisory Services’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Capital Investment Advisory Services’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 		$2.01M Buy
160,663
+48,784
+44% +$634K 0.15% 153
2025
Q4 		$1.46M Buy
111,879
+37,187
+50% +$491K 0.1% 195
2025
Q3 		$1M Buy
+74,692
New +$1.06M 0.08% 244

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 $1.9B AUM 24.89% 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

Capital Investment Advisory Services's BIT Position: Q1 2026 in Review

Capital Investment Advisory Services increased its BlackRock Multi-Sector Income Trust (BIT) stake by 44% in Q1 2026, buying an estimated $634K and bringing the position to 160,663 shares worth $2.01M. The position accounts for 0.15% of the portfolio, ranked #153.

Capital Investment Advisory Services first reported a position in BIT in Q3 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

  • Capital Investment Advisory Services held 160,663 shares of BlackRock Multi-Sector Income Trust worth $2.01M as of Q1 2026.
  • Capital Investment Advisory Services bought 48,784 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $634K.
  • BlackRock Multi-Sector Income Trust made up 0.15% of Capital Investment Advisory Services's portfolio in Q1 2026, its #153 holding.
  • Capital Investment Advisory Services first reported a position in BlackRock Multi-Sector Income Trust in Q3 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.