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Melfa Wealth Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Melfa Wealth Management’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 		$211K Hold
16,887
– – 0.11% 161
2026
Q1 		$211K Hold
16,887
– – 0.12% 158
2025
Q4 		$221K Hold
16,887
– – 0.13% 161
2025
Q3 		$226K Buy
+16,887
New +$239K 0.13% 158

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

Melfa Wealth Management's BIT Position: Q2 2026 in Review

Melfa Wealth Management held its BlackRock Multi-Sector Income Trust (BIT) position steady in Q2 2026 at 16,887 shares worth $211K. The position accounts for 0.11% of the portfolio, ranked #161.

Melfa Wealth Management first reported a position in BIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $226K in Q3 2025. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • Melfa Wealth Management held 16,887 shares of BlackRock Multi-Sector Income Trust worth $211K as of Q2 2026.
  • Melfa Wealth Management left its BlackRock Multi-Sector Income Trust share count unchanged in Q2 2026.
  • BlackRock Multi-Sector Income Trust made up 0.11% of Melfa Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Melfa Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Melfa Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $226K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.