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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
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 $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 $1.9B AUM 24.89% 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

EP Wealth Advisors's BIT Position: Q1 2026 in Review

EP Wealth Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2026, closing a stake of 11,138 shares — an estimated $145K sold.

EP Wealth Advisors first reported a position in BIT in Q4 2024 and held it in 4 quarters. The position peaked at $170K in Q4 2024. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

  • EP Wealth Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 11,138 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $145K.
  • EP Wealth Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q4 2024 and held it in 4 quarters.
  • EP Wealth Advisors's BlackRock Multi-Sector Income Trust position peaked at $170K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.