Contravisory Investment Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Contravisory Investment 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	-1,000	Closed	-$14.5K	–	378
2025 Q1	$14.5K	Hold	1,000	–	–	﹤0.01%	329
2024 Q4	$14.6K	Hold	1,000	–	–	﹤0.01%	314
2024 Q3	$15.2K	Hold	1,000	–	–	﹤0.01%	303
2024 Q2	$14.6K	Hold	1,000	–	–	﹤0.01%	301
2024 Q1	$15.9K	Hold	1,000	–	–	﹤0.01%	301
2023 Q4	$15K	Hold	1,000	–	–	﹤0.01%	291
2023 Q3	$14.5K	Hold	1,000	–	–	﹤0.01%	269
2023 Q2	$14.4K	Hold	1,000	–	–	﹤0.01%	259
2023 Q1	$14.6K	Hold	1,000	–	–	﹤0.01%	268
2022 Q4	$14.2K	Hold	1,000	–	–	﹤0.01%	251
2022 Q3	$14K	Hold	1,000	–	–	﹤0.01%	251
2022 Q2	$14K	Hold	1,000	–	–	﹤0.01%	252
2022 Q1	$16K	Hold	1,000	–	–	﹤0.01%	262
2021 Q4	$18K	Hold	1,000	–	–	﹤0.01%	249
2021 Q3	$19K	Hold	1,000	–	–	0.01%	243
2021 Q2	$19K	Hold	1,000	–	–	0.01%	239
2021 Q1	$18K	Hold	1,000	–	–	0.01%	240
2020 Q4	$18K	Hold	1,000	–	–	0.01%	221
2020 Q3	$16K	Buy	+1,000	New	+$15.6K	0.01%	219

Other funds holding BIT

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Contravisory Investment Management's BIT Position: Q2 2025 in Review

Contravisory Investment Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2025, closing a stake of 1,000 shares — an estimated $14.5K sold.

Contravisory Investment Management first reported a position in BIT in Q3 2020 and held it in 19 quarters. The position peaked at $19K in Q3 2021. 72 funds tracked by Wall St. Rank hold BIT as of Q2 2025.

Contravisory Investment Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2025 after selling out during the quarter.
Contravisory Investment Management sold 1,000 BlackRock Multi-Sector Income Trust shares in Q2 2025, an estimated $14.5K.
Contravisory Investment Management first reported a position in BlackRock Multi-Sector Income Trust in Q3 2020 and held it in 19 quarters.
Contravisory Investment Management's BlackRock Multi-Sector Income Trust position peaked at $19K in Q3 2021.
72 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.