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

Cyndeo Wealth Partners’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	$11.5M	Buy	915,131 +35,250	+4%	+$444K	0.54%	52
2026 Q1	$11M	Buy	879,881 +42,300	+5%	+$550K	0.58%	47
2025 Q4	$10.9M	Buy	837,581 +15,201	+2%	+$201K	0.59%	42
2025 Q3	$11M	Buy	822,380 +153,610	+23%	+$2.18M	0.61%	40
2025 Q2	$9.76M	Sell	668,770 -65,110	-9%	-$921K	0.58%	43
2025 Q1	$10.6M	Buy	733,880 +170,000	+30%	+$2.49M	0.7%	36
2024 Q4	$8.23M	Buy	563,880 +126,000	+29%	+$1.86M	0.56%	56
2024 Q3	$6.66M	Buy	437,880 +77,672	+22%	+$1.15M	0.46%	68
2024 Q2	$5.25M	Buy	360,208 +43,731	+14%	+$661K	0.41%	72
2024 Q1	$5.03M	Hold	316,477	–	–	0.42%	78
2023 Q4	$4.75M	Buy	316,477 +54,342	+21%	+$797K	0.44%	75
2023 Q3	$3.79M	Buy	262,135 +7,000	+3%	+$102K	0.4%	85
2023 Q2	$3.67M	Buy	255,135 +6,631	+3%	+$96K	0.38%	90
2023 Q1	$3.63M	Buy	248,504 +121,965	+96%	+$1.81M	0.39%	84
2022 Q4	$1.8M	Buy	+126,539	New	+$1.85M	0.21%	131

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cyndeo Wealth Partners's BIT Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its BlackRock Multi-Sector Income Trust (BIT) stake by 4% in Q2 2026, buying an estimated $444K and bringing the position to 915,131 shares worth $11.5M. The position accounts for 0.54% of the portfolio, ranked #52.

Cyndeo Wealth Partners first reported a position in BIT in Q4 2022 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

Cyndeo Wealth Partners held 915,131 shares of BlackRock Multi-Sector Income Trust worth $11.5M as of Q2 2026.
Cyndeo Wealth Partners bought 35,250 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $444K.
BlackRock Multi-Sector Income Trust made up 0.54% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #52 holding.
Cyndeo Wealth Partners first reported a position in BlackRock Multi-Sector Income Trust in Q4 2022 and has held it in 15 quarters since.
99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.