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

Semus 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 		$153K Sell
12,250
-2,219
-15% -$27.9K 0.07% 109
2026
Q1 		$181K Buy
14,469
+228
+2% +$2.96K 0.1% 105
2025
Q4 		$186K Sell
14,241
-5,281
-27% -$69.7K 0.1% 107
2025
Q3 		$261K Sell
19,522
-6,596
-25% -$93.5K 0.15% 89
2025
Q2 		$381K Sell
26,118
-1,240
-5% -$17.5K 0.25% 72
2025
Q1 		$396K Sell
27,358
-5,863
-18% -$85.9K 0.28% 64
2024
Q4 		$485K Sell
33,221
-9,984
-23% -$147K 0.32% 55
2024
Q3 		$657K Sell
43,205
-7,571
-15% -$112K 0.46% 46
2024
Q2 		$740K Sell
50,776
-6,862
-12% -$104K 0.57% 35
2024
Q1 		$915K Sell
57,638
-4,462
-7% -$68.7K 0.77% 28
2023
Q4 		$932K Buy
62,100
+364
+0.6% +$5.34K 0.76% 27
2023
Q3 		$893K Buy
61,736
+25
+0% +$366 0.83% 27
2023
Q2 		$887K Buy
61,711
+648
+1% +$9.38K 0.81% 26
2023
Q1 		$891K Sell
61,063
-2,709
-4% -$40.1K 0.96% 20
2022
Q4 		$906K Buy
+63,772
New +$933K 1.1% 18

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

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

Semus Wealth Partners reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 15% in Q2 2026, selling an estimated $27.9K and leaving 12,250 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #109.

Semus Wealth Partners first reported a position in BIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $932K in Q4 2023. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • Semus Wealth Partners held 12,250 shares of BlackRock Multi-Sector Income Trust worth $153K as of Q2 2026.
  • Semus Wealth Partners sold 2,219 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $27.9K.
  • BlackRock Multi-Sector Income Trust made up 0.07% of Semus Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Semus Wealth Partners first reported a position in BlackRock Multi-Sector Income Trust in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's BlackRock Multi-Sector Income Trust position peaked at $932K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.