Golden State Wealth Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Golden State 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
2026 Q1	$15K	Buy	1,195 +27	+2%	+$351	﹤0.01%	988
2025 Q4	$15.3K	Buy	1,168 +25	+2%	+$330	﹤0.01%	993
2025 Q3	$15.3K	Buy	1,143 +23	+2%	+$326	﹤0.01%	983
2025 Q2	$16.4K	Buy	1,120 +22	+2%	+$311	﹤0.01%	936
2025 Q1	$15.9K	Buy	1,098 +21	+2%	+$308	﹤0.01%	860
2024 Q4	$15.7K	Buy	+1,077	New	+$15.9K	﹤0.01%	827
2019 Q4	–	Sell	-32,436	Closed	-$557K	–	143
2019 Q3	$557K	Sell	32,436 -41,699	-56%	-$717K	0.18%	101
2019 Q2	$1.29M	Sell	74,135 -1,204	-2%	-$20.4K	0.41%	54
2019 Q1	$1.25M	Buy	+75,339	New	+$1.24M	0.42%	52

Other funds holding BIT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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, 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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Golden State Wealth Management's BIT Position: Q1 2026 in Review

Golden State Wealth Management increased its BlackRock Multi-Sector Income Trust (BIT) stake by 2.3% in Q1 2026, buying an estimated $351 and bringing the position to 1,195 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Golden State Wealth Management first reported a position in BIT in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.29M in Q2 2019. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

Golden State Wealth Management held 1,195 shares of BlackRock Multi-Sector Income Trust worth $15K as of Q1 2026.
Golden State Wealth Management bought 27 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $351.
BlackRock Multi-Sector Income Trust made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #988 holding.
Golden State Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $1.29M in Q2 2019.
97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.