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Gilliland Jeter Wealth Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-6,083
Closed -$92.5K – 225
2024
Q3 		$92.5K Buy
6,083
+149
+3% +$2.21K 0.03% 229
2024
Q2 		$86.5K Buy
5,934
+145
+3% +$2.19K 0.03% 230
2024
Q1 		$91.9K Buy
+5,789
New +$89.2K 0.03% 225

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gilliland Jeter Wealth Management's BIT Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2024, closing a stake of 6,083 shares — an estimated $92.5K sold.

Gilliland Jeter Wealth Management first reported a position in BIT in Q1 2024 and held it in 3 quarters. The position peaked at $92.5K in Q3 2024. 87 funds tracked by Wall St. Rank hold BIT as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 6,083 BlackRock Multi-Sector Income Trust shares in Q4 2024, an estimated $92.5K.
  • Gilliland Jeter Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $92.5K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.