IFP Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-7,000	Closed	-$120K	–	3460
2022 Q4	$120K	Hold	7,000	–	–	﹤0.01%	1646
2022 Q3	$120K	Buy	+7,000	New	+$108K	﹤0.01%	1725
2018 Q4	–	Sell	-475	Closed	-$8K	–	3532
2018 Q3	$8K	Sell	475 -600	-56%	-$10.4K	﹤0.01%	2956
2018 Q2	$18K	Buy	1,075 +200	+23%	+$3.41K	﹤0.01%	2520
2018 Q1	$16K	Hold	875	–	–	﹤0.01%	2514
2017 Q4	$16K	Sell	875 -12,515	-93%	-$229K	﹤0.01%	2550
2017 Q3	$250K	Buy	13,390 +5,975	+81%	+$109K	0.01%	1016
2017 Q2	$134K	Hold	7,415	–	–	0.01%	1365
2017 Q1	$128K	Buy	7,415 +1,415	+24%	+$24.3K	0.01%	1355
2016 Q4	$99K	Hold	6,000	–	–	﹤0.01%	1457
2016 Q3	$102K	Buy	6,000 +5,800	+2,900%	+$98.6K	0.01%	1346
2016 Q2	$3K	Buy	+200	New	+$3.25K	﹤0.01%	3323
2016 Q1	–	Sell	-200	Closed	-$3K	–	2455
2015 Q4	$3K	Buy	+200	New	+$3.17K	﹤0.01%	3157

Other funds holding BIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CWP

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFP Advisors's BIT Position: Q1 2023 in Review

IFP Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2023, closing a stake of 7,000 shares — an estimated $120K sold.

IFP Advisors first reported a position in BIT in Q4 2015 and held it in 13 quarters. The position peaked at $250K in Q3 2017. 70 funds tracked by Wall St. Rank hold BIT as of Q1 2023.

IFP Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 7,000 BlackRock Multi-Sector Income Trust shares in Q1 2023, an estimated $120K.
IFP Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q4 2015 and held it in 13 quarters.
IFP Advisors's BlackRock Multi-Sector Income Trust position peaked at $250K in Q3 2017.
70 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.