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 Q2	$15.3K	Buy	1,223 +28	+2%	+$353	﹤0.01%	1008
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 $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Golden State Wealth Management's BIT Position: Q2 2026 in Review

Golden State Wealth Management increased its BlackRock Multi-Sector Income Trust (BIT) stake by 2.3% in Q2 2026, buying an estimated $353 and bringing the position to 1,223 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Golden State Wealth Management first reported a position in BIT in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.29M in Q2 2019. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

Golden State Wealth Management held 1,223 shares of BlackRock Multi-Sector Income Trust worth $15.3K as of Q2 2026.
Golden State Wealth Management bought 28 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $353.
BlackRock Multi-Sector Income Trust made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1008 holding.
Golden State Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $1.29M in Q2 2019.
99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.