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 Q2	$1.89M	Sell	151,244 -9,419	-6%	-$119K	0.12%	190
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 $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Investment Advisory Services's BIT Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 5.9% in Q2 2026, selling an estimated $119K and leaving 151,244 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #190.

Capital Investment Advisory Services first reported a position in BIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.01M in Q1 2026. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

Capital Investment Advisory Services held 151,244 shares of BlackRock Multi-Sector Income Trust worth $1.89M as of Q2 2026.
Capital Investment Advisory Services sold 9,419 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $119K.
BlackRock Multi-Sector Income Trust made up 0.12% of Capital Investment Advisory Services's portfolio in Q2 2026, its #190 holding.
Capital Investment Advisory Services first reported a position in BlackRock Multi-Sector Income Trust in Q3 2025 and has held it in 4 quarters since.
Capital Investment Advisory Services's BlackRock Multi-Sector Income Trust position peaked at $2.01M in Q1 2026.
99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.