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Independent Financial Group’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Independent Financial Group’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 		$169K Sell
13,484
-1,938
-13% -$24.4K ﹤0.01% 1493
2026
Q1 		$193K Hold
15,422
– – ﹤0.01% 1385
2025
Q4 		$201K Hold
15,422
– – ﹤0.01% 1348
2025
Q3 		$207K Hold
15,422
– – 0.01% 1276
2025
Q2 		$225K Hold
15,422
– – 0.01% 1169
2025
Q1 		$223K Buy
15,422
+229
+2% +$3.35K 0.01% 1066
2024
Q4 		$222K Sell
15,193
-3,175
-17% -$46.8K 0.01% 1048
2024
Q3 		$279K Hold
18,368
– – 0.01% 907
2024
Q2 		$268K Hold
18,368
– – 0.01% 884
2024
Q1 		$292K Buy
18,368
+705
+4% +$10.9K 0.01% 797
2023
Q4 		$265K Hold
17,663
– – 0.01% 773
2023
Q3 		$256K Hold
17,663
– – 0.02% 732
2023
Q2 		$254K Hold
17,663
– – 0.02% 718
2023
Q1 		$258K Hold
17,663
– – 0.02% 678
2022
Q4 		$251K Buy
17,663
+3,350
+23% +$49K 0.02% 627
2022
Q3 		$204K Buy
+14,313
New +$221K 0.02% 668
2022
Q2 		– Sell
-14,379
Closed -$237K – 723
2022
Q1 		$237K Sell
14,379
-666
-4% -$11K 0.02% 689
2021
Q4 		$273K Hold
15,045
– – 0.02% 634
2021
Q3 		$281K Hold
15,045
– – 0.03% 547
2021
Q2 		$281K Sell
15,045
-1,910
-11% -$35.5K 0.03% 550
2021
Q1 		$306K Buy
+16,955
New +$299K 0.04% 459

Other funds holding BIT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Toronto Dominion Bank
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Financial Group's BIT Position: Q2 2026 in Review

Independent Financial Group reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 13% in Q2 2026, selling an estimated $24.4K and leaving 13,484 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Independent Financial Group first reported a position in BIT in Q1 2021 and has held it in 21 quarters since. The position peaked at $306K in Q1 2021. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • Independent Financial Group held 13,484 shares of BlackRock Multi-Sector Income Trust worth $169K as of Q2 2026.
  • Independent Financial Group sold 1,938 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $24.4K.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1493 holding.
  • Independent Financial Group first reported a position in BlackRock Multi-Sector Income Trust in Q1 2021 and has held it in 21 quarters since.
  • Independent Financial Group's BlackRock Multi-Sector Income Trust position peaked at $306K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.