Cerity Partners’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Cerity Partners’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	-53,209	Closed	-$695K	–	3253
2025 Q4	$695K	Hold	53,209	–	–	﹤0.01%	1895
2025 Q3	$712K	Hold	53,209	–	–	﹤0.01%	1763
2025 Q2	$777K	Buy	53,209 +6	+0%	+$85	﹤0.01%	1639
2025 Q1	$770K	Buy	53,203 +500	+0.9%	+$7.33K	﹤0.01%	1547
2024 Q4	$769K	Hold	52,703	–	–	﹤0.01%	1536
2024 Q3	$801K	Hold	52,703	–	–	﹤0.01%	1515
2024 Q2	$768K	Hold	52,703	–	–	﹤0.01%	1345
2024 Q1	$837K	Hold	52,703	–	–	﹤0.01%	1356
2023 Q4	$791K	Buy	52,703 +3	+0%	+$44	﹤0.01%	1071
2023 Q3	$763K	Sell	52,700 -3	-0%	-$44	﹤0.01%	828
2023 Q2	$757K	Hold	52,703	–	–	﹤0.01%	1011
2023 Q1	$769K	Hold	52,703	–	–	﹤0.01%	1094
2022 Q4	$749K	Buy	+52,703	New	+$771K	﹤0.01%	781

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Cerity Partners's BIT Position: Q1 2026 in Review

Cerity Partners sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2026, closing a stake of 53,209 shares — an estimated $695K sold.

Cerity Partners first reported a position in BIT in Q4 2022 and held it in 13 quarters. The position peaked at $837K in Q1 2024. 98 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

Cerity Partners reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 53,209 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $695K.
Cerity Partners first reported a position in BlackRock Multi-Sector Income Trust in Q4 2022 and held it in 13 quarters.
Cerity Partners's BlackRock Multi-Sector Income Trust position peaked at $837K in Q1 2024.
98 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.