Elm3 Financial Group’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Elm3 Financial Group’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	$220K	Sell	17,576 -4,580	-21%	-$59.6K	0.19%	108
2025 Q4	$289K	Sell	22,156 -12,296	-36%	-$162K	0.24%	90
2025 Q3	$461K	Buy	34,452 +7,191	+26%	+$102K	0.38%	70
2025 Q2	$398K	Buy	27,261 +1,726	+7%	+$24.4K	0.33%	76
2025 Q1	$370K	Buy	25,535 +2,334	+10%	+$34.2K	0.32%	69
2024 Q4	$339K	Buy	+23,201	New	+$342K	0.29%	65

Other funds holding BIT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Elm3 Financial Group's BIT Position: Q1 2026 in Review

Elm3 Financial Group reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 21% in Q1 2026, selling an estimated $59.6K and leaving 17,576 shares worth $220K. The position accounts for 0.19% of the portfolio, ranked #108.

Elm3 Financial Group first reported a position in BIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $461K in Q3 2025. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

Elm3 Financial Group held 17,576 shares of BlackRock Multi-Sector Income Trust worth $220K as of Q1 2026.
Elm3 Financial Group sold 4,580 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $59.6K.
BlackRock Multi-Sector Income Trust made up 0.19% of Elm3 Financial Group's portfolio in Q1 2026, its #108 holding.
Elm3 Financial Group first reported a position in BlackRock Multi-Sector Income Trust in Q4 2024 and has held it in 6 quarters since.
Elm3 Financial Group's BlackRock Multi-Sector Income Trust position peaked at $461K in Q3 2025.
97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.