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Clear Creek Financial Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Clear Creek Financial Management’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
Q2 		– Sell
-12,291
Closed -$178K – 543
2025
Q1 		$178K Sell
12,291
-287
-2% -$4.2K 0.02% 503
2024
Q4 		$184K Buy
12,578
+13
+0.1% +$192 0.02% 451
2024
Q3 		$191K Buy
12,565
+12
+0.1% +$178 0.02% 439
2024
Q2 		$183K Buy
12,553
+11
+0.1% +$166 0.02% 424
2024
Q1 		$199K Buy
12,542
+11
+0.1% +$169 0.03% 402
2023
Q4 		$188K Sell
12,531
-305
-2% -$4.47K 0.03% 323
2023
Q3 		$186K Sell
12,836
-412
-3% -$6.03K 0.03% 303
2023
Q2 		$190K Sell
13,248
-73
-0.5% -$1.06K 0.03% 305
2023
Q1 		$194K Sell
13,321
-430
-3% -$6.37K 0.04% 282
2022
Q4 		$195K Buy
13,751
+130
+1% +$1.9K 0.04% 277
2022
Q3 		$194K Sell
13,621
-889
-6% -$13.7K 0.04% 262
2022
Q2 		$206K Sell
14,510
-731
-5% -$11.1K 0.04% 275
2022
Q1 		$251K Buy
15,241
+207
+1% +$3.42K 0.04% 282
2021
Q4 		$273K Buy
15,034
+768
+5% +$14.3K 0.04% 266
2021
Q3 		$267K Sell
14,266
-20,858
-59% -$389K 0.04% 255
2021
Q2 		$655K Buy
+35,124
New +$653K 0.1% 161
2021
Q1 		– Sell
-50,822
Closed -$891K – 70
2020
Q4 		$891K Buy
+50,822
New +$838K 0.17% 129
2020
Q3 		– Sell
-63,091
Closed -$909K – 100
2020
Q2 		$909K Buy
63,091
+1,538
+2% +$20.9K 0.24% 71
2020
Q1 		$816K Sell
61,553
-393
-0.6% -$5.94K 0.31% 51
2019
Q4 		$1M Sell
61,946
-712
-1% -$12.1K 0.39% 39
2019
Q3 		$1.08M Sell
62,658
-4,469
-7% -$76.9K 0.52% 31
2019
Q2 		$1.17M Buy
+67,127
New +$1.14M 0.5% 34

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clear Creek Financial Management's BIT Position: Q2 2025 in Review

Clear Creek Financial Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2025, closing a stake of 12,291 shares — an estimated $178K sold.

Clear Creek Financial Management first reported a position in BIT in Q2 2019 and held it in 22 quarters. The position peaked at $1.17M in Q2 2019. 72 funds tracked by Wall St. Rank hold BIT as of Q2 2025.

  • Clear Creek Financial Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 12,291 BlackRock Multi-Sector Income Trust shares in Q2 2025, an estimated $178K.
  • Clear Creek Financial Management first reported a position in BlackRock Multi-Sector Income Trust in Q2 2019 and held it in 22 quarters.
  • Clear Creek Financial Management's BlackRock Multi-Sector Income Trust position peaked at $1.17M in Q2 2019.
  • 72 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.