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Curio Wealth’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Curio Wealth’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
Closed -$7.49K – 363
2025
Q1 		$7.49K Sell
1
-512
-100% -$7.5K ﹤0.01% 247
2024
Q4 		$7.49K Buy
+513
New +$7.56K ﹤0.01% 230

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 $1.9B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curio Wealth's BIT Position: Q2 2025 in Review

Curio Wealth sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2025, closing a stake of 1 share — an estimated $7.49K sold.

Curio Wealth first reported a position in BIT in Q4 2024 and held it in 2 quarters. The position peaked at $7.49K in Q1 2025. 72 funds tracked by Wall St. Rank hold BIT as of Q2 2025.

  • Curio Wealth reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2025 after selling out during the quarter.
  • Curio Wealth sold 1 BlackRock Multi-Sector Income Trust share in Q2 2025, an estimated $7.49K.
  • Curio Wealth first reported a position in BlackRock Multi-Sector Income Trust in Q4 2024 and held it in 2 quarters.
  • Curio Wealth's BlackRock Multi-Sector Income Trust position peaked at $7.49K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2025.

Based on Curio Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.