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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
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 $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cyndeo Wealth Partners's BIT Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its BlackRock Multi-Sector Income Trust (BIT) stake by 5.1% in Q1 2026, buying an estimated $550K and bringing the position to 879,881 shares worth $11M. The position accounts for 0.58% of the portfolio, ranked #47.

Cyndeo Wealth Partners first reported a position in BIT in Q4 2022 and has held it in 14 quarters since. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

  • Cyndeo Wealth Partners held 879,881 shares of BlackRock Multi-Sector Income Trust worth $11M as of Q1 2026.
  • Cyndeo Wealth Partners bought 42,300 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $550K.
  • BlackRock Multi-Sector Income Trust made up 0.58% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #47 holding.
  • Cyndeo Wealth Partners first reported a position in BlackRock Multi-Sector Income Trust in Q4 2022 and has held it in 14 quarters since.
  • 97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.