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Coppell Advisory Solutions’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-104
Closed -$1.51K – 491
2024
Q4 		$1.51K Hold
104
– – ﹤0.01% 1588
2024
Q3 		$1.51K Hold
104
– – ﹤0.01% 1503
2024
Q2 		$1.52K Buy
+104
New +$1.57K ﹤0.01% 1429
2023
Q4 		$1.56K Buy
+104
New +$1.52K ﹤0.01% 1338

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions's BIT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2025, closing a stake of 104 shares — an estimated $1.51K sold.

Coppell Advisory Solutions first reported a position in BIT in Q4 2023 and held it in 4 quarters. The position peaked at $1.56K in Q4 2023. 79 funds tracked by Wall St. Rank hold BIT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 104 BlackRock Multi-Sector Income Trust shares in Q1 2025, an estimated $1.51K.
  • Coppell Advisory Solutions first reported a position in BlackRock Multi-Sector Income Trust in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's BlackRock Multi-Sector Income Trust position peaked at $1.56K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.