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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
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

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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 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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Integrated Wealth Concepts's BIT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its BlackRock Multi-Sector Income Trust (BIT) stake by 28% in Q1 2026, buying an estimated $38.2K and bringing the position to 13,600 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Integrated Wealth Concepts first reported a position in BIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $217K in Q3 2025. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

  • Integrated Wealth Concepts held 13,600 shares of BlackRock Multi-Sector Income Trust worth $170K as of Q1 2026.
  • Integrated Wealth Concepts bought 2,937 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $38.2K.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2132 holding.
  • Integrated Wealth Concepts first reported a position in BlackRock Multi-Sector Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's BlackRock Multi-Sector Income Trust position peaked at $217K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.