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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
2022
Q4 		– Sell
-4,652
Closed -$67K – 795
2022
Q3 		$67K Buy
+4,652
New +$71.9K 0.02% 248

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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.