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Shaker Financial Services’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Shaker Financial Services’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 		$1.01M Sell
80,816
-56,638
-41% -$713K 0.32% 85
2026
Q1 		$1.72M Sell
137,454
-29,504
-18% -$384K 0.6% 63
2025
Q4 		$2.18M Buy
+166,958
New +$2.2M 0.69% 55
2025
Q2 		– Sell
-30,260
Closed -$438K – 155
2025
Q1 		$438K Sell
30,260
-4,310
-12% -$63.1K 0.17% 119
2024
Q4 		$505K Sell
34,570
-10,271
-23% -$151K 0.19% 126
2024
Q3 		$682K Buy
+44,841
New +$664K 0.26% 99
2022
Q3 		– Sell
-79,512
Closed -$1.13M – 155
2022
Q2 		$1.13M Sell
79,512
-14,539
-15% -$220K 0.55% 65
2022
Q1 		$1.55M Buy
+94,051
New +$1.55M 0.58% 61
2021
Q2 		– Sell
-16,274
Closed -$293K – 158
2021
Q1 		$293K Sell
16,274
-7,448
-31% -$131K 0.12% 143
2020
Q4 		$416K Sell
23,722
-13,342
-36% -$220K 0.17% 129
2020
Q3 		$585K Sell
37,064
-149,244
-80% -$2.33M 0.31% 90
2020
Q2 		$2.69M Buy
186,308
+2,365
+1% +$32.2K 1.48% 24
2020
Q1 		$2.22M Buy
183,943
+26,504
+17% +$401K 1.5% 17
2019
Q4 		$2.54M Buy
157,439
+69,450
+79% +$1.18M 1.17% 22
2019
Q3 		$1.51M Buy
87,989
+6,100
+7% +$105K 0.77% 36
2019
Q2 		$1.43M Sell
81,889
-125,116
-60% -$2.12M 0.74% 41
2019
Q1 		$3.43M Buy
207,005
+18,018
+10% +$296K 1.74% 16
2018
Q4 		$2.9M Buy
188,987
+54,728
+41% +$888K 1.64% 22
2018
Q3 		$2.27M Buy
+134,259
New +$2.33M 1.09% 29
2018
Q2 		– Sell
-234,454
Closed -$3.94M – 111
2018
Q1 		$3.94M Buy
234,454
+112,568
+92% +$1.98M 1.9% 15
2017
Q4 		$2.21M Buy
+121,886
New +$2.23M 1.05% 35
2017
Q3 		– Sell
-13,965
Closed -$253K – 102
2017
Q2 		$253K Buy
+13,965
New +$248K 0.14% 92
2017
Q1 		– Sell
-31,736
Closed -$523K – 111
2016
Q4 		$523K Buy
+31,736
New +$523K 0.31% 79
2016
Q2 		– Sell
-13,000
Closed -$206K – 113
2016
Q1 		$206K Sell
13,000
-15,121
-54% -$233K 0.15% 83
2015
Q4 		$445K Buy
+28,121
New +$446K 0.31% 76
2015
Q3 		– Sell
-41,854
Closed -$694K – 99
2015
Q2 		$694K Buy
+41,854
New +$724K 0.43% 69
2015
Q1 		– Sell
-40,272
Closed -$675K – 127
2014
Q4 		$675K Buy
40,272
+30,134
+297% +$526K 0.43% 68
2014
Q3 		$180K Sell
10,138
-14,536
-59% -$263K 0.12% 119
2014
Q2 		$456K Buy
24,674
+2,468
+11% +$45.2K 0.28% 99
2014
Q1 		$394K Buy
22,206
+206
+0.9% +$3.61K 0.26% 102
2013
Q4 		$376K Buy
+22,000
New +$369K 0.26% 107

Other funds holding BIT

WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Shaker Financial Services's BIT Position: Q2 2026 in Review

Shaker Financial Services reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 41% in Q2 2026, selling an estimated $713K and leaving 80,816 shares worth $1.01M. The position accounts for 0.32% of the portfolio, ranked #85.

Shaker Financial Services first reported a position in BIT in Q4 2013 and has held it in 31 quarters since. The position peaked at $3.94M in Q1 2018. 11 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • Shaker Financial Services held 80,816 shares of BlackRock Multi-Sector Income Trust worth $1.01M as of Q2 2026.
  • Shaker Financial Services sold 56,638 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $713K.
  • BlackRock Multi-Sector Income Trust made up 0.32% of Shaker Financial Services's portfolio in Q2 2026, its #85 holding.
  • Shaker Financial Services first reported a position in BlackRock Multi-Sector Income Trust in Q4 2013 and has held it in 31 quarters since.
  • Shaker Financial Services's BlackRock Multi-Sector Income Trust position peaked at $3.94M in Q1 2018.
  • 11 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.