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

Compass 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
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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Financial Management's BIT Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
BlackRock Multi-Sector Income Trust made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1062 holding.
93 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.