Concurrent Investment Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Concurrent Investment Advisors’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 Q4	–	Sell	-14,150	Closed	-$189K	–	1791
2025 Q3	$189K	Buy	14,150 +81	+0.6%	+$1.15K	﹤0.01%	1363
2025 Q2	$205K	Buy	14,069 +1,849	+15%	+$26.1K	﹤0.01%	1254
2025 Q1	$177K	Buy	12,220 +30	+0.2%	+$439	﹤0.01%	1147
2024 Q4	$178K	Buy	12,190 +1,479	+14%	+$21.8K	﹤0.01%	1008
2024 Q3	$163K	Buy	10,711 +355	+3%	+$5.26K	﹤0.01%	970
2024 Q2	$151K	Buy	10,356 +27	+0.3%	+$408	0.01%	903
2024 Q1	$164K	Buy	+10,329	New	+$159K	0.01%	827

Other funds holding BIT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concurrent Investment Advisors's BIT Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2025, closing a stake of 14,150 shares — an estimated $189K sold.

Concurrent Investment Advisors first reported a position in BIT in Q1 2024 and held it in 7 quarters. The position peaked at $205K in Q2 2025. 106 funds tracked by Wall St. Rank hold BIT as of Q4 2025.

Concurrent Investment Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 14,150 BlackRock Multi-Sector Income Trust shares in Q4 2025, an estimated $189K.
Concurrent Investment Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q1 2024 and held it in 7 quarters.
Concurrent Investment Advisors's BlackRock Multi-Sector Income Trust position peaked at $205K in Q2 2025.
106 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.