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

Sugarloaf 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
2024 Q4	$40.6K	Hold	2,782	–	–	0.01%	320
2024 Q3	$42.3K	Hold	2,782	–	–	0.01%	320
2024 Q2	$40.6K	Hold	2,782	–	–	0.01%	315
2024 Q1	$44.2K	Sell	2,782 -1,870	-40%	-$28.8K	0.01%	306
2023 Q4	$69.8K	Hold	4,652	–	–	0.02%	251
2023 Q3	$67.3K	Hold	4,652	–	–	0.02%	252
2023 Q2	$66.8K	Hold	4,652	–	–	0.02%	251
2023 Q1	$67.9K	Hold	4,652	–	–	0.02%	247
2022 Q4	$66.1K	Buy	+4,652	New	+$68.1K	0.02%	245
2022 Q3	–	Sell	-4,652	Closed	-$71.9K	–	839
2022 Q2	$66K	Buy	+4,652	New	+$70.5K	0.02%	244
2022 Q1	–	Sell	-4,652	Closed	-$84K	–	716
2021 Q4	$84K	Hold	4,652	–	–	0.02%	218
2021 Q3	$87K	Hold	4,652	–	–	0.02%	208
2021 Q2	$87K	Hold	4,652	–	–	0.02%	206
2021 Q1	$84	Hold	4,652	–	–	0.03%	211
2020 Q4	$82K	Hold	4,652	–	–	0.03%	196
2020 Q3	$73K	Hold	4,652	–	–	0.03%	187
2020 Q2	$67K	Hold	4,652	–	–	0.03%	198
2020 Q1	$56K	Buy	4,652 +943	+25%	+$14.3K	0.03%	210
2019 Q4	$60K	Buy	+3,709	New	+$63K	0.03%	232

Other funds holding BIT

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

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

CWP

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sugarloaf Wealth Management's BIT Position: Q4 2024 in Review

Sugarloaf Wealth Management held its BlackRock Multi-Sector Income Trust (BIT) position steady in Q4 2024 at 2,782 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #320.

Sugarloaf Wealth Management first reported a position in BIT in Q4 2019 and has held it in 19 quarters since. The position peaked at $87K in Q3 2021. 87 funds tracked by Wall St. Rank hold BIT as of Q4 2024.

Sugarloaf Wealth Management held 2,782 shares of BlackRock Multi-Sector Income Trust worth $40.6K as of Q4 2024.
Sugarloaf Wealth Management left its BlackRock Multi-Sector Income Trust share count unchanged in Q4 2024.
BlackRock Multi-Sector Income Trust made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #320 holding.
Sugarloaf Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q4 2019 and has held it in 19 quarters since.
Sugarloaf Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $87K in Q3 2021.
87 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.