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

Evoke Wealth’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 		$319K Sell
25,491
-2,200
-8% -$28.6K 0.01% 523
2025
Q4 		$362K Sell
27,691
-4,615
-14% -$60.9K 0.01% 472
2025
Q3 		$433K Sell
32,306
-47,200
-59% -$669K 0.01% 402
2025
Q2 		$1.16M Hold
79,506
– – 0.03% 218
2025
Q1 		$1.15M Hold
79,506
– – 0.03% 184
2024
Q4 		$1.16M Hold
79,506
– – 0.03% 178
2024
Q3 		$1.21M Buy
79,506
+61,806
+349% +$916K 0.03% 173
2024
Q2 		$258K Sell
17,700
-61,643
-78% -$931K 0.3% 66
2024
Q1 		$1.26M Buy
+79,343
New +$1.22M 0.04% 153
2023
Q4 		– Sell
-81,501
Closed -$1.18M – 120
2023
Q3 		$1.18M Hold
81,501
– – 0.04% 168
2023
Q2 		$1.17M Sell
81,501
-6,465
-7% -$93.6K 0.04% 152
2023
Q1 		$1.28M Hold
87,966
– – 0.05% 139
2022
Q4 		$1.25M Sell
87,966
-4,228
-5% -$61.9K 0.05% 145
2022
Q3 		$1.31M Sell
92,194
-7,398
-7% -$114K 0.05% 128
2022
Q2 		$1.42M Buy
99,592
+207
+0.2% +$3.14K 0.05% 130
2022
Q1 		$1.64M Sell
99,385
-144
-0.1% -$2.38K 0.05% 131
2021
Q4 		$1.82M Buy
99,529
+1,631
+2% +$30.3K 0.06% 133
2021
Q3 		$1.83M Buy
97,898
+10,633
+12% +$198K 0.07% 124
2021
Q2 		$1.63M Buy
87,265
+23,822
+38% +$443K 0.06% 134
2021
Q1 		$1.14M Sell
63,443
-20,504
-24% -$361K 0.05% 145
2020
Q4 		$1.48M Buy
83,947
+9,540
+13% +$157K 0.1% 64
2020
Q3 		$1.17M Buy
74,407
+413
+0.6% +$6.44K 0.1% 62
2020
Q2 		$1.07M Sell
73,994
-23,689
-24% -$322K 0.1% 58
2020
Q1 		$1.18M Buy
97,683
+34,570
+55% +$522K 0.17% 47
2019
Q4 		$1.03M Buy
63,113
+9,572
+18% +$163K 0.13% 76
2019
Q3 		$919K Buy
+53,541
New +$921K 0.11% 97

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

Evoke Wealth's BIT Position: Q1 2026 in Review

Evoke Wealth reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 7.9% in Q1 2026, selling an estimated $28.6K and leaving 25,491 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #523.

Evoke Wealth first reported a position in BIT in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.83M in Q3 2021. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

  • Evoke Wealth held 25,491 shares of BlackRock Multi-Sector Income Trust worth $319K as of Q1 2026.
  • Evoke Wealth sold 2,200 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $28.6K.
  • BlackRock Multi-Sector Income Trust made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #523 holding.
  • Evoke Wealth first reported a position in BlackRock Multi-Sector Income Trust in Q3 2019 and has held it in 26 quarters since.
  • Evoke Wealth's BlackRock Multi-Sector Income Trust position peaked at $1.83M in Q3 2021.
  • 97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.