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

LPL Financial’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 		$7.27M Buy
580,664
+56,496
+11% +$735K ﹤0.01% 2286
2025
Q4 		$6.85M Sell
524,168
-53,392
-9% -$705K ﹤0.01% 2267
2025
Q3 		$7.73M Buy
577,560
+62,888
+12% +$891K ﹤0.01% 2113
2025
Q2 		$7.51M Buy
514,672
+215,358
+72% +$3.05M ﹤0.01% 1971
2025
Q1 		$4.33M Sell
299,314
-283,407
-49% -$4.15M ﹤0.01% 2271
2024
Q4 		$8.51M Buy
582,721
+77,324
+15% +$1.14M ﹤0.01% 1657
2024
Q3 		$7.68M Buy
505,397
+35,194
+7% +$521K ﹤0.01% 1664
2024
Q2 		$6.86M Sell
470,203
-5,239
-1% -$79.1K ﹤0.01% 1627
2024
Q1 		$7.55M Buy
475,442
+36,878
+8% +$568K ﹤0.01% 1507
2023
Q4 		$6.58M Buy
438,564
+33,334
+8% +$489K ﹤0.01% 1513
2023
Q3 		$5.86M Buy
405,230
+105,614
+35% +$1.55M ﹤0.01% 1506
2023
Q2 		$4.31M Buy
299,616
+162,979
+119% +$2.36M ﹤0.01% 1651
2023
Q1 		$1.99M Buy
136,637
+917
+0.7% +$13.6K ﹤0.01% 2139
2022
Q4 		$1.93M Sell
135,720
-25,418
-16% -$372K ﹤0.01% 2100
2022
Q3 		$2.29M Buy
161,138
+21,323
+15% +$330K ﹤0.01% 1875
2022
Q2 		$1.99M Sell
139,815
-854
-0.6% -$12.9K ﹤0.01% 2037
2022
Q1 		$2.32M Buy
140,669
+14,317
+11% +$236K ﹤0.01% 1946
2021
Q4 		$2.29M Buy
126,352
+8,316
+7% +$155K ﹤0.01% 1983
2021
Q3 		$2.21M Buy
118,036
+10,478
+10% +$195K ﹤0.01% 1962
2021
Q2 		$2.01M Buy
107,558
+28,510
+36% +$530K ﹤0.01% 1973
2021
Q1 		$1.42M Sell
79,048
-2,323
-3% -$40.9K ﹤0.01% 2100
2020
Q4 		$1.43M Buy
81,371
+13,720
+20% +$226K ﹤0.01% 1918
2020
Q3 		$1.07M Buy
67,651
+11,977
+22% +$187K ﹤0.01% 1904
2020
Q2 		$802K Buy
55,674
+22,797
+69% +$310K ﹤0.01% 2011
2020
Q1 		$397K Sell
32,877
-670
-2% -$10.1K ﹤0.01% 2258
2019
Q4 		$542K Buy
33,547
+14,217
+74% +$242K ﹤0.01% 2305
2019
Q3 		$332K Sell
19,330
-39,636
-67% -$682K ﹤0.01% 2586
2019
Q2 		$1.03M Sell
58,966
-32,907
-36% -$557K ﹤0.01% 1711
2019
Q1 		$1.52M Sell
91,873
-4,139
-4% -$67.9K ﹤0.01% 1353
2018
Q4 		$1.48M Sell
96,012
-5,524
-5% -$89.6K ﹤0.01% 1250
2018
Q3 		$1.72M Buy
101,536
+703
+0.7% +$12.2K ﹤0.01% 1281
2018
Q2 		$1.72M Buy
100,833
+5,060
+5% +$86.3K ﹤0.01% 1236
2018
Q1 		$1.61M Sell
95,773
-9,829
-9% -$173K ﹤0.01% 1260
2017
Q4 		$1.92M Sell
105,602
-2,724
-3% -$49.9K 0.01% 1090
2017
Q3 		$2.03M Sell
108,326
-4,401
-4% -$80.6K 0.01% 987
2017
Q2 		$2.04M Sell
112,727
-97,599
-46% -$1.74M 0.01% 926
2017
Q1 		$3.67M Buy
210,326
+37,896
+22% +$650K 0.03% 544
2016
Q4 		$2.88M Buy
172,430
+43,644
+34% +$719K 0.02% 620
2016
Q3 		$2.19M Sell
128,786
-23,839
-16% -$405K 0.02% 728
2016
Q2 		$2.55M Sell
152,625
-65,232
-30% -$1.06M 0.02% 637
2016
Q1 		$3.4M Buy
217,857
+64,488
+42% +$992K 0.01% 911
2015
Q4 		$2.44M Buy
153,369
+77,095
+101% +$1.22M 0.01% 1059
2015
Q3 		$1.21M Buy
76,274
+27,380
+56% +$447K 0.01% 1122
2015
Q2 		$817K Sell
48,894
-17,395
-26% -$301K ﹤0.01% 1511
2015
Q1 		$1.16M Sell
66,289
-65,185
-50% -$1.13M 0.01% 1245
2014
Q4 		$2.21M Sell
131,474
-12,841
-9% -$224K 0.01% 832
2014
Q3 		$2.55M Buy
144,315
+70,520
+96% +$1.28M 0.02% 739
2014
Q2 		$1.36M Buy
73,795
+33,695
+84% +$617K 0.01% 1119
2014
Q1 		$712K Sell
40,100
-9,000
-18% -$158K ﹤0.01% 1477
2013
Q4 		$840K Buy
49,100
+26,200
+114% +$439K 0.01% 1356
2013
Q3 		$376K Buy
+22,900
New +$374K ﹤0.01% 1844

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial's BIT Position: Q1 2026 in Review

LPL Financial increased its BlackRock Multi-Sector Income Trust (BIT) stake by 11% in Q1 2026, buying an estimated $735K and bringing the position to 580,664 shares worth $7.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

LPL Financial first reported a position in BIT in Q3 2013 and has held it in 51 quarters since. The position peaked at $8.51M in Q4 2024. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

  • LPL Financial held 580,664 shares of BlackRock Multi-Sector Income Trust worth $7.27M as of Q1 2026.
  • LPL Financial bought 56,496 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $735K.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2286 holding.
  • LPL Financial first reported a position in BlackRock Multi-Sector Income Trust in Q3 2013 and has held it in 51 quarters since.
  • LPL Financial's BlackRock Multi-Sector Income Trust position peaked at $8.51M in Q4 2024.
  • 97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.