ORG Partners’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

ORG Partners’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 Q1	–	Sell	-3,343	Closed	-$48.8K	–	1420
2024 Q4	$48.8K	Buy	3,343 +83	+3%	+$1.22K	0.01%	555
2024 Q3	$49.6K	Hold	3,260	–	–	0.01%	519
2024 Q2	$47.3K	Hold	3,260	–	–	0.01%	807
2024 Q1	$51.3K	Buy	+3,260	New	+$50.2K	0.1%	134
2023 Q4	–	Sell	-3,260	Closed	-$47.2K	–	1148
2023 Q3	$47.2K	Hold	3,260	–	–	0.01%	533
2023 Q2	$47.1K	Buy	+3,260	New	+$47.2K	0.01%	678

Other funds holding BIT

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

ORG Partners's BIT Position: Q1 2025 in Review

ORG Partners sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2025, closing a stake of 3,343 shares — an estimated $48.8K sold.

ORG Partners first reported a position in BIT in Q2 2023 and held it in 6 quarters. The position peaked at $51.3K in Q1 2024. 79 funds tracked by Wall St. Rank hold BIT as of Q1 2025.

ORG Partners reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 3,343 BlackRock Multi-Sector Income Trust shares in Q1 2025, an estimated $48.8K.
ORG Partners first reported a position in BlackRock Multi-Sector Income Trust in Q2 2023 and held it in 6 quarters.
ORG Partners's BlackRock Multi-Sector Income Trust position peaked at $51.3K in Q1 2024.
79 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.