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COMPASS FINANCIAL MANAGEMENT LLC’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$9.79K Buy
+800
New +$10.1K ﹤0.01% 1062

Other funds holding BIT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BIT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in BlackRock Multi-Sector Income Trust (BIT) in Q2 2026: 800 shares worth $9.79K. The stake represents ﹤0.01% of the portfolio and ranks #1062 among its holdings.

71 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 800 shares of BlackRock Multi-Sector Income Trust worth $9.79K as of Q2 2026.
  • BlackRock Multi-Sector Income Trust was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1062 holding.
  • 71 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.