Spire Wealth Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Spire Wealth Management’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 Q3	–	Sell	-10,000	Closed	-$146K	–	2370
2025 Q2	$146K	Hold	10,000	–	–	0.01%	847
2025 Q1	$145K	Hold	10,000	–	–	﹤0.01%	909
2024 Q4	$146K	Buy	+10,000	New	+$147K	﹤0.01%	916
2022 Q1	–	Sell	-10,000	Closed	-$181K	–	2544
2021 Q4	$181K	Buy	+10,000	New	+$186K	﹤0.01%	1135
2021 Q2	–	Sell	-10,000	Closed	-$180K	–	2615
2021 Q1	$180K	Buy	+10,000	New	+$176K	﹤0.01%	1113

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Spire Wealth Management's BIT Position: Q3 2025 in Review

Spire Wealth Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2025, closing a stake of 10,000 shares — an estimated $146K sold.

Spire Wealth Management first reported a position in BIT in Q1 2021 and held it in 5 quarters. The position peaked at $181K in Q4 2021. 104 funds tracked by Wall St. Rank hold BIT as of Q3 2025.

Spire Wealth Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 10,000 BlackRock Multi-Sector Income Trust shares in Q3 2025, an estimated $146K.
Spire Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $181K in Q4 2021.
104 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.