Steward Partners Investment Advisory’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Steward Partners Investment Advisory’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	$1.17M	Sell	93,641 -1,849	-2%	-$24K	0.01%	1077
2025 Q4	$1.25M	Sell	95,490 -3,323	-3%	-$43.9K	0.01%	967
2025 Q3	$1.32M	Sell	98,813 -1,424	-1%	-$20.2K	0.01%	933
2025 Q2	$1.46M	Buy	100,237 +11,917	+13%	+$169K	0.01%	829
2025 Q1	$1.28M	Buy	88,320 +19,506	+28%	+$286K	0.01%	814
2024 Q4	$1M	Buy	68,814 +7,186	+12%	+$106K	0.01%	873
2024 Q3	$937K	Buy	61,628 +2,785	+5%	+$41.3K	0.01%	881
2024 Q2	$858K	Buy	58,843 +6,222	+12%	+$94K	0.01%	861
2024 Q1	$836K	Buy	52,621 +841	+2%	+$13K	0.01%	861
2023 Q4	$777K	Buy	51,780 +42,317	+447%	+$621K	0.01%	816
2023 Q3	$137K	Buy	9,463 +2,222	+31%	+$32.5K	﹤0.01%	1430
2023 Q2	$104K	Buy	7,241 +521	+8%	+$7.55K	﹤0.01%	1568
2023 Q1	$98K	Buy	6,720 +20	+0.3%	+$296	﹤0.01%	1597
2022 Q4	$95.2K	Hold	6,700	–	–	﹤0.01%	1580
2022 Q3	$95K	Buy	6,700 +100	+2%	+$1.55K	﹤0.01%	1518
2022 Q2	$94K	Buy	6,600 +200	+3%	+$3.03K	﹤0.01%	1516
2022 Q1	$105K	Hold	6,400	–	–	﹤0.01%	1587
2021 Q4	$116K	Sell	6,400 -400	-6%	-$7.44K	﹤0.01%	1534
2021 Q3	$127K	Buy	6,800 +200	+3%	+$3.73K	﹤0.01%	1450
2021 Q2	$123K	Sell	6,600 -1,800	-21%	-$33.4K	﹤0.01%	1967
2021 Q1	$151K	Buy	8,400 +600	+8%	+$10.6K	﹤0.01%	1423
2020 Q4	$137K	Hold	7,800	–	–	﹤0.01%	1230
2020 Q3	$123K	Buy	7,800 +400	+5%	+$6.24K	﹤0.01%	1133
2020 Q2	$107K	Buy	7,400 +600	+9%	+$8.17K	﹤0.01%	1126
2020 Q1	$82K	Buy	6,800 +850	+14%	+$12.8K	﹤0.01%	1065
2019 Q4	$96K	Buy	5,950 +5,150	+644%	+$87.5K	﹤0.01%	1151
2019 Q3	$13K	Hold	800	–	–	﹤0.01%	1873
2019 Q2	$13K	Buy	+800	New	+$13.5K	﹤0.01%	1863

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 0.79% 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 $2.12B AUM 24.61% 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 $445B AUM 25.58% 1-Year Est. Return

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

Steward Partners Investment Advisory's BIT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 1.9% in Q1 2026, selling an estimated $24K and leaving 93,641 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1077.

Steward Partners Investment Advisory first reported a position in BIT in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.46M in Q2 2025. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

Steward Partners Investment Advisory held 93,641 shares of BlackRock Multi-Sector Income Trust worth $1.17M as of Q1 2026.
Steward Partners Investment Advisory sold 1,849 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $24K.
BlackRock Multi-Sector Income Trust made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1077 holding.
Steward Partners Investment Advisory first reported a position in BlackRock Multi-Sector Income Trust in Q2 2019 and has held it in 28 quarters since.
Steward Partners Investment Advisory's BlackRock Multi-Sector Income Trust position peaked at $1.46M in Q2 2025.
97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.