Integrated Wealth Concepts
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Integrated Wealth Concepts’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Integrated Wealth Concepts’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 		$175K Buy
13,999
+399
+3% +$5.02K ﹤0.01% 2248
2026
Q1 		$170K Buy
13,600
+2,937
+28% +$38.2K ﹤0.01% 2132
2025
Q4 		$139K Sell
10,663
-5,523
-34% -$72.9K ﹤0.01% 1550
2025
Q3 		$217K Buy
+16,186
New +$229K ﹤0.01% 1814

Other funds holding BIT

Sit Investment Associates
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
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Penserra Capital Management
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

Integrated Wealth Concepts's BIT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its BlackRock Multi-Sector Income Trust (BIT) stake by 2.9% in Q2 2026, buying an estimated $5.02K and bringing the position to 13,999 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Integrated Wealth Concepts first reported a position in BIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $217K in Q3 2025. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • Integrated Wealth Concepts held 13,999 shares of BlackRock Multi-Sector Income Trust worth $175K as of Q2 2026.
  • Integrated Wealth Concepts bought 399 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $5.02K.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2248 holding.
  • Integrated Wealth Concepts first reported a position in BlackRock Multi-Sector Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's BlackRock Multi-Sector Income Trust position peaked at $217K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.