Envestnet Asset Management
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Envestnet Asset Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Envestnet Asset Management’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 		$3.47M Buy
276,864
+15,383
+6% +$200K ﹤0.01% 2608
2025
Q4 		$3.41M Sell
261,481
-66,242
-20% -$874K ﹤0.01% 2449
2025
Q3 		$4.39M Buy
327,723
+36,733
+13% +$520K ﹤0.01% 2349
2025
Q2 		$4.25M Buy
290,990
+24,537
+9% +$347K ﹤0.01% 2299
2025
Q1 		$3.86M Buy
266,453
+69,337
+35% +$1.02M ﹤0.01% 2312
2024
Q4 		$2.88M Sell
197,116
-15,871
-7% -$234K ﹤0.01% 2470
2024
Q3 		$3.24M Buy
212,987
+7,284
+4% +$108K ﹤0.01% 2373
2024
Q2 		$3M Buy
205,703
+63,811
+45% +$964K ﹤0.01% 2363
2024
Q1 		$2.25M Sell
141,892
-37,094
-21% -$571K ﹤0.01% 2501
2023
Q4 		$2.68M Buy
178,986
+53,140
+42% +$779K ﹤0.01% 2286
2023
Q3 		$1.82M Buy
125,846
+5,544
+5% +$81.2K ﹤0.01% 2424
2023
Q2 		$1.73M Buy
120,302
+2,496
+2% +$36.2K ﹤0.01% 2367
2023
Q1 		$1.72M Buy
117,806
+30,606
+35% +$453K ﹤0.01% 2297
2022
Q4 		$1.24M Sell
87,200
-3,318
-4% -$48.6K ﹤0.01% 2479
2022
Q3 		$1.29M Buy
90,518
+4,025
+5% +$62.2K ﹤0.01% 2360
2022
Q2 		$1.23M Sell
86,493
-12,839
-13% -$195K ﹤0.01% 2434
2022
Q1 		$1.64M Buy
99,332
+19,311
+24% +$319K ﹤0.01% 2329
2021
Q4 		$1.45M Sell
80,021
-524
-0.7% -$9.74K ﹤0.01% 2372
2021
Q3 		$1.51M Buy
80,545
+1,457
+2% +$27.2K ﹤0.01% 2282
2021
Q2 		$1.48M Buy
79,088
+142
+0.2% +$2.64K ﹤0.01% 2271
2021
Q1 		$1.42M Buy
78,946
+48,248
+157% +$850K ﹤0.01% 2168
2020
Q4 		$538K Buy
+30,698
New +$506K ﹤0.01% 2615
2018
Q3 		– Sell
-1,977
Closed -$33K – 1384
2018
Q2 		$33K Hold
1,977
– – ﹤0.01% 2312
2018
Q1 		$33K Hold
1,977
– – ﹤0.01% 2255
2017
Q4 		$36K Hold
1,977
– – ﹤0.01% 2402
2017
Q3 		$37K Sell
1,977
-900
-31% -$16.5K ﹤0.01% 2360
2017
Q2 		$53K Hold
2,877
– – ﹤0.01% 2333
2017
Q1 		$49K Hold
2,877
– – ﹤0.01% 2426
2016
Q4 		$48K Hold
2,877
– – ﹤0.01% 2457
2016
Q3 		$49K Sell
2,877
-1,250
-30% -$21.3K ﹤0.01% 2590
2016
Q2 		$68K Buy
4,127
+1,250
+43% +$20.3K ﹤0.01% 2599
2016
Q1 		$45K Sell
2,877
-2,906
-50% -$44.7K ﹤0.01% 2757
2015
Q4 		$91K Buy
5,783
+11
+0.2% +$175 ﹤0.01% 2410
2015
Q3 		$91K Buy
+5,772
New +$94.1K ﹤0.01% 2386
2015
Q1 		– Sell
-10,692
Closed -$179K – 2052
2014
Q4 		$179K Sell
10,692
-4,154
-28% -$72.5K ﹤0.01% 1030
2014
Q3 		$263K Buy
14,846
+3,046
+26% +$55.1K ﹤0.01% 993
2014
Q2 		$218K Sell
11,800
-1,000
-8% -$18.3K ﹤0.01% 969
2014
Q1 		$227K Hold
12,800
– – ﹤0.01% 869
2013
Q4 		$219K Buy
12,800
+7,800
+156% +$131K ﹤0.01% 810
2013
Q3 		$83K Hold
5,000
– – ﹤0.01% 1038
2013
Q2 		$88K Buy
+5,000
New +$93.2K ﹤0.01% 1021

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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

Envestnet Asset Management's BIT Position: Q1 2026 in Review

Envestnet Asset Management increased its BlackRock Multi-Sector Income Trust (BIT) stake by 5.9% in Q1 2026, buying an estimated $200K and bringing the position to 276,864 shares worth $3.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Envestnet Asset Management first reported a position in BIT in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.39M in Q3 2025. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

  • Envestnet Asset Management held 276,864 shares of BlackRock Multi-Sector Income Trust worth $3.47M as of Q1 2026.
  • Envestnet Asset Management bought 15,383 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $200K.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2608 holding.
  • Envestnet Asset Management first reported a position in BlackRock Multi-Sector Income Trust in Q2 2013 and has held it in 41 quarters since.
  • Envestnet Asset Management's BlackRock Multi-Sector Income Trust position peaked at $4.39M in Q3 2025.
  • 97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.