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

Significant 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 		$669K Buy
53,455
+939
+2% +$11.8K 0.72% 41
2026
Q1 		$658K Buy
+52,516
New +$683K 0.81% 36

Other funds holding BIT

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
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
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Significant Wealth Partners increased its BlackRock Multi-Sector Income Trust (BIT) stake by 1.8% in Q2 2026, buying an estimated $11.8K and bringing the position to 53,455 shares worth $669K. The position accounts for 0.72% of the portfolio, ranked #41.

Significant Wealth Partners first reported a position in BIT in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • Significant Wealth Partners held 53,455 shares of BlackRock Multi-Sector Income Trust worth $669K as of Q2 2026.
  • Significant Wealth Partners bought 939 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $11.8K.
  • BlackRock Multi-Sector Income Trust made up 0.72% of Significant Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Significant Wealth Partners first reported a position in BlackRock Multi-Sector Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.