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
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 $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies's BIT Position: Q4 2025 in Review

Jones Financial Companies sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2025, closing a stake of 1,276 shares — an estimated $17K sold.

Jones Financial Companies first reported a position in BIT in Q3 2024 and held it in 2 quarters. The position peaked at $17K in Q3 2025. 106 funds tracked by Wall St. Rank hold BIT as of Q4 2025.

  • Jones Financial Companies reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 1,276 BlackRock Multi-Sector Income Trust shares in Q4 2025, an estimated $17K.
  • Jones Financial Companies first reported a position in BlackRock Multi-Sector Income Trust in Q3 2024 and held it in 2 quarters.
  • Jones Financial Companies's BlackRock Multi-Sector Income Trust position peaked at $17K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.