Jones Financial Companies
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Jones Financial Companies’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Jones Financial Companies’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 		$10K Buy
+812
New +$10.2K ﹤0.01% 3787
2025
Q4 		– Sell
-1,276
Closed -$17K – 4416
2025
Q3 		$17K Buy
+1,276
New +$18.1K ﹤0.01% 2876
2024
Q4 		– Sell
-587
Closed -$8.86K – 3422
2024
Q3 		$8.86K Buy
+587
New +$8.7K ﹤0.01% 2253

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

Jones Financial Companies's BIT Position: Q2 2026 in Review

Jones Financial Companies opened a new position in BlackRock Multi-Sector Income Trust (BIT) in Q2 2026: 812 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #3787 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in BIT as recently as Q3 2025.

Jones Financial Companies first reported a position in BIT in Q3 2024 and has held it in 3 quarters since. The position peaked at $17K in Q3 2025. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • Jones Financial Companies held 812 shares of BlackRock Multi-Sector Income Trust worth $10K as of Q2 2026.
  • BlackRock Multi-Sector Income Trust was a new Jones Financial Companies position in Q2 2026.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3787 holding.
  • Jones Financial Companies first reported a position in BlackRock Multi-Sector Income Trust in Q3 2024 and has held it in 3 quarters since.
  • Jones Financial Companies's BlackRock Multi-Sector Income Trust position peaked at $17K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.