Jaffetilchin Investment Partners’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q4	–	Sell	-1,464	Closed	-$22.3K	–	472
2024 Q3	$22.3K	Buy	+1,464	New	+$21.7K	﹤0.01%	741
2018 Q3	–	Sell	-58,592	Closed	-$1M	–	303
2018 Q2	$1M	Buy	58,592 +1,181	+2%	+$20.1K	0.22%	81
2018 Q1	$964K	Buy	57,411 +1,535	+3%	+$27K	0.22%	71
2017 Q4	$1.01M	Buy	55,876 +1,059	+2%	+$19.4K	0.34%	57
2017 Q3	$1.02M	Buy	54,817 +1,020	+2%	+$18.7K	0.24%	71
2017 Q2	$975K	Buy	53,797 +1,034	+2%	+$18.4K	0.33%	55
2017 Q1	$913K	Buy	52,763 +2,157	+4%	+$37K	0.23%	72
2016 Q4	$834K	Buy	50,606 +1,063	+2%	+$17.5K	0.25%	68
2016 Q3	$846K	Buy	49,543 +21,244	+75%	+$361K	0.27%	55
2016 Q2	$468K	Buy	28,299 +595	+2%	+$9.69K	0.14%	109
2016 Q1	$438K	Buy	+27,704	New	+$426K	0.14%	98

Other funds holding BIT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWP

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jaffetilchin Investment Partners's BIT Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2024, closing a stake of 1,464 shares — an estimated $22.3K sold.

Jaffetilchin Investment Partners first reported a position in BIT in Q1 2016 and held it in 11 quarters. The position peaked at $1.02M in Q3 2017. 87 funds tracked by Wall St. Rank hold BIT as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 1,464 BlackRock Multi-Sector Income Trust shares in Q4 2024, an estimated $22.3K.
Jaffetilchin Investment Partners first reported a position in BlackRock Multi-Sector Income Trust in Q1 2016 and held it in 11 quarters.
Jaffetilchin Investment Partners's BlackRock Multi-Sector Income Trust position peaked at $1.02M in Q3 2017.
87 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.