Kestra Advisory Services’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Kestra Advisory Services’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	$379K	Sell	30,240 -1,172	-4%	-$15.2K	﹤0.01%	2445
2025 Q4	$410K	Buy	+31,412	New	+$415K	﹤0.01%	2297
2024 Q2	–	Sell	-10,753	Closed	-$171K	–	2621
2024 Q1	$171K	Buy	10,753 +196	+2%	+$3.02K	﹤0.01%	2312
2023 Q4	$158K	Buy	10,557 +201	+2%	+$2.95K	﹤0.01%	2151
2023 Q3	$150K	Buy	+10,356	New	+$152K	﹤0.01%	1973
2021 Q4	–	Sell	-12,185	Closed	-$228K	–	2024
2021 Q3	$228K	Buy	12,185 +2,146	+21%	+$40K	﹤0.01%	1891
2021 Q2	$187K	Buy	10,039 +1	+0%	+$19	﹤0.01%	1884
2021 Q1	$181K	Sell	10,038 -4,307	-30%	-$75.9K	﹤0.01%	1749
2020 Q4	$248K	Buy	14,345 +3,977	+38%	+$65.5K	﹤0.01%	1576
2020 Q3	$164K	Buy	+10,368	New	+$162K	﹤0.01%	1316

Other funds holding BIT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Kestra Advisory Services's BIT Position: Q1 2026 in Review

Kestra Advisory Services reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 3.7% in Q1 2026, selling an estimated $15.2K and leaving 30,240 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Kestra Advisory Services first reported a position in BIT in Q3 2020 and has held it in 10 quarters since. The position peaked at $410K in Q4 2025. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

Kestra Advisory Services held 30,240 shares of BlackRock Multi-Sector Income Trust worth $379K as of Q1 2026.
Kestra Advisory Services sold 1,172 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $15.2K.
BlackRock Multi-Sector Income Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2445 holding.
Kestra Advisory Services first reported a position in BlackRock Multi-Sector Income Trust in Q3 2020 and has held it in 10 quarters since.
Kestra Advisory Services's BlackRock Multi-Sector Income Trust position peaked at $410K in Q4 2025.
97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.