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 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 $4.93B AUM 12.22% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Semus Wealth Partners's BIT Position: Q1 2026 in Review

Semus Wealth Partners increased its BlackRock Multi-Sector Income Trust (BIT) stake by 1.6% in Q1 2026, buying an estimated $2.96K and bringing the position to 14,469 shares worth $181K. The position accounts for 0.1% of the portfolio, ranked #105.

Semus Wealth Partners first reported a position in BIT in Q4 2022 and has held it in 14 quarters since. The position peaked at $932K in Q4 2023. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

Semus Wealth Partners held 14,469 shares of BlackRock Multi-Sector Income Trust worth $181K as of Q1 2026.
Semus Wealth Partners bought 228 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $2.96K.
BlackRock Multi-Sector Income Trust made up 0.1% of Semus Wealth Partners's portfolio in Q1 2026, its #105 holding.
Semus Wealth Partners first reported a position in BlackRock Multi-Sector Income Trust in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's BlackRock Multi-Sector Income Trust position peaked at $932K in Q4 2023.
97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.