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

ORG Wealth 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
2026
Q2 		$37.5K Hold
2,993
– – 0.01% 373
2026
Q1 		$37.5K Hold
2,993
– – 0.01% 354
2025
Q4 		$39.1K Hold
2,993
– – 0.01% 336
2025
Q3 		$40.1K Sell
2,993
-350
-10% -$4.96K 0.01% 337
2025
Q2 		$49K Hold
3,343
– – 0.01% 328
2025
Q1 		$48.1K Buy
+3,343
New +$49K 0.01% 348

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

ORG Wealth Partners's BIT Position: Q2 2026 in Review

ORG Wealth Partners held its BlackRock Multi-Sector Income Trust (BIT) position steady in Q2 2026 at 2,993 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #373.

ORG Wealth Partners first reported a position in BIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $49K in Q2 2025. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • ORG Wealth Partners held 2,993 shares of BlackRock Multi-Sector Income Trust worth $37.5K as of Q2 2026.
  • ORG Wealth Partners left its BlackRock Multi-Sector Income Trust share count unchanged in Q2 2026.
  • BlackRock Multi-Sector Income Trust made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #373 holding.
  • ORG Wealth Partners first reported a position in BlackRock Multi-Sector Income Trust in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's BlackRock Multi-Sector Income Trust position peaked at $49K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.