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

Next Financial Group’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
2021 Q4	$25K	Hold	1,400	–	–	﹤0.01%	1777
2021 Q3	$26K	Hold	1,400	–	–	﹤0.01%	1689
2021 Q2	$26K	Hold	1,400	–	–	﹤0.01%	1648
2021 Q1	$25K	Hold	1,400	–	–	﹤0.01%	1555
2020 Q4	$25K	Hold	1,400	–	–	﹤0.01%	1448
2020 Q3	$22K	Buy	+1,400	New	+$21.8K	﹤0.01%	1365
2020 Q2	–	Sell	-1,400	Closed	-$17K	–	741
2020 Q1	$17K	Hold	1,400	–	–	﹤0.01%	1331
2019 Q4	$23K	Hold	1,400	–	–	﹤0.01%	1469
2019 Q3	$24K	Hold	1,400	–	–	﹤0.01%	1364
2019 Q2	$24K	Buy	+1,400	New	+$23.7K	﹤0.01%	1393
2015 Q2	–	Sell	-1,500	Closed	-$25.9K	–	1843
2015 Q1	$26K	Hold	1,500	–	–	0.01%	885
2014 Q4	$25K	Hold	1,500	–	–	0.01%	890
2014 Q3	$27K	Hold	1,500	–	–	0.01%	1239
2014 Q2	$27K	Buy	+1,500	New	+$27.5K	0.01%	503

Other funds holding BIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Next Financial Group's BIT Position: Q4 2021 in Review

Next Financial Group held its BlackRock Multi-Sector Income Trust (BIT) position steady in Q4 2021 at 1,400 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Next Financial Group first reported a position in BIT in Q2 2014 and has held it in 14 quarters since. The position peaked at $27K in Q3 2014. 68 funds tracked by Wall St. Rank hold BIT as of Q4 2021.

Next Financial Group held 1,400 shares of BlackRock Multi-Sector Income Trust worth $25K as of Q4 2021.
Next Financial Group left its BlackRock Multi-Sector Income Trust share count unchanged in Q4 2021.
BlackRock Multi-Sector Income Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1777 holding.
Next Financial Group first reported a position in BlackRock Multi-Sector Income Trust in Q2 2014 and has held it in 14 quarters since.
Next Financial Group's BlackRock Multi-Sector Income Trust position peaked at $27K in Q3 2014.
68 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.