PS
BIT icon

Principal Securities’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Principal Securities’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
Q4 		– Sell
-9,215
Closed -$123K – 1585
2025
Q3 		$123K Buy
9,215
+50
+0.5% +$708 ﹤0.01% 1494
2025
Q2 		$134K Buy
9,165
+94
+1% +$1.33K ﹤0.01% 1412
2025
Q1 		$132K Hold
9,071
– – ﹤0.01% 1306
2024
Q4 		$132K Sell
9,071
-6,556
-42% -$96.7K ﹤0.01% 1306
2024
Q3 		$238K Buy
15,627
+42
+0.3% +$622 0.01% 1031
2024
Q2 		$227K Buy
15,585
+41
+0.3% +$619 0.01% 992
2024
Q1 		$247K Buy
15,544
+9,339
+151% +$144K 0.01% 934
2023
Q4 		$93.1K Buy
+6,205
New +$91K ﹤0.01% 1215

Other funds holding BIT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Securities's BIT Position: Q4 2025 in Review

Principal Securities sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2025, closing a stake of 9,215 shares — an estimated $123K sold.

Principal Securities first reported a position in BIT in Q4 2023 and held it in 8 quarters. The position peaked at $247K in Q1 2024. 106 funds tracked by Wall St. Rank hold BIT as of Q4 2025.

  • Principal Securities reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 9,215 BlackRock Multi-Sector Income Trust shares in Q4 2025, an estimated $123K.
  • Principal Securities first reported a position in BlackRock Multi-Sector Income Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's BlackRock Multi-Sector Income Trust position peaked at $247K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.