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

EP Wealth Advisors’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	$140K	Buy	+11,148	New	+$140K	﹤0.01%	1605
2026 Q1	–	Sell	-11,138	Closed	-$145K	–	1507
2025 Q4	$145K	Buy	+11,138	New	+$147K	﹤0.01%	1426
2025 Q2	$153K	Sell	10,479 -500	-5%	-$7.07K	﹤0.01%	1317
2025 Q1	$159K	Sell	10,979 -650	-6%	-$9.52K	﹤0.01%	1180
2024 Q4	$170K	Buy	+11,629	New	+$171K	﹤0.01%	1115

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

CWP

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

EP Wealth Advisors's BIT Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in BlackRock Multi-Sector Income Trust (BIT) in Q2 2026: 11,148 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in BIT as recently as Q4 2025.

EP Wealth Advisors first reported a position in BIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $170K in Q4 2024. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

EP Wealth Advisors held 11,148 shares of BlackRock Multi-Sector Income Trust worth $140K as of Q2 2026.
BlackRock Multi-Sector Income Trust was a new EP Wealth Advisors position in Q2 2026.
BlackRock Multi-Sector Income Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1605 holding.
EP Wealth Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q4 2024 and has held it in 5 quarters since.
EP Wealth Advisors's BlackRock Multi-Sector Income Trust position peaked at $170K in Q4 2024.
99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.