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GoalVest Advisory’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

GoalVest Advisory’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
2025
Q4 		– Sell
-369
Closed -$4.94K – 517
2025
Q3 		$4.94K Buy
+369
New +$5.23K ﹤0.01% 365

Other funds holding BIT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GoalVest Advisory's BIT Position: Q4 2025 in Review

GoalVest Advisory sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2025, closing a stake of 369 shares — an estimated $4.94K sold.

GoalVest Advisory first reported a position in BIT in Q3 2025 and held it in 1 quarter. The position peaked at $4.94K in Q3 2025. 106 funds tracked by Wall St. Rank hold BIT as of Q4 2025.

  • GoalVest Advisory reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 369 BlackRock Multi-Sector Income Trust shares in Q4 2025, an estimated $4.94K.
  • GoalVest Advisory first reported a position in BlackRock Multi-Sector Income Trust in Q3 2025 and held it in 1 quarter.
  • GoalVest Advisory's BlackRock Multi-Sector Income Trust position peaked at $4.94K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.