Creative Planning’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Creative Planning’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	$163K	Buy	+13,003	New	+$164K	﹤0.01%	3938
2018 Q3	–	Sell	-50,827	Closed	-$869K	–	2085
2018 Q2	$869K	Buy	+50,827	New	+$867K	﹤0.01%	820
2017 Q3	–	Sell	-300	Closed	-$5K	–	2082
2017 Q2	$5K	Buy	+300	New	+$5.34K	﹤0.01%	3966
2016 Q1	–	Sell	-394	Closed	-$6K	–	4330
2015 Q4	$6K	Hold	394	–	–	﹤0.01%	3569
2015 Q3	$6K	Buy	+394	New	+$6.42K	﹤0.01%	3499
2015 Q1	–	Sell	-300	Closed	-$5K	–	4213
2014 Q4	$5K	Buy	+300	New	+$5.24K	﹤0.01%	3470

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 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

Creative Planning's BIT Position: Q2 2026 in Review

Creative Planning opened a new position in BlackRock Multi-Sector Income Trust (BIT) in Q2 2026: 13,003 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #3938 among its holdings. This is a return to the name: Creative Planning previously reported a position in BIT as recently as Q2 2018.

Creative Planning first reported a position in BIT in Q4 2014 and has held it in 6 quarters since. The position peaked at $869K in Q2 2018. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

Creative Planning held 13,003 shares of BlackRock Multi-Sector Income Trust worth $163K as of Q2 2026.
BlackRock Multi-Sector Income Trust was a new Creative Planning position in Q2 2026.
BlackRock Multi-Sector Income Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3938 holding.
Creative Planning first reported a position in BlackRock Multi-Sector Income Trust in Q4 2014 and has held it in 6 quarters since.
Creative Planning's BlackRock Multi-Sector Income Trust position peaked at $869K in Q2 2018.
99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.