Syverson Strege & Co’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-2,147	Closed	-$31.3K	–	128
2023 Q1	$31.3K	Buy	2,147 +1,803	+524%	+$26.7K	0.01%	158
2022 Q4	$4.88K	Sell	344 -1,753	-84%	-$25.7K	﹤0.01%	222
2022 Q3	$30K	Sell	2,097 -133	-6%	-$2.06K	0.02%	142
2022 Q2	$32K	Buy	2,230 +54	+2%	+$819	0.01%	154
2022 Q1	$36K	Buy	2,176 +47	+2%	+$776	0.04%	140
2021 Q4	$39K	Buy	2,129 +42	+2%	+$781	0.03%	149
2021 Q3	$39K	Buy	2,087 +41	+2%	+$764	0.03%	153
2021 Q2	$38K	Buy	2,046 +40	+2%	+$743	0.03%	146
2021 Q1	$36K	Buy	+2,006	New	+$35.3K	0.04%	139

Other funds holding BIT

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Syverson Strege & Co's BIT Position: Q2 2023 in Review

Syverson Strege & Co sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2023, closing a stake of 2,147 shares — an estimated $31.3K sold.

Syverson Strege & Co first reported a position in BIT in Q1 2021 and held it in 9 quarters. The position peaked at $39K in Q4 2021. 73 funds tracked by Wall St. Rank hold BIT as of Q2 2023.

Syverson Strege & Co reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 2,147 BlackRock Multi-Sector Income Trust shares in Q2 2023, an estimated $31.3K.
Syverson Strege & Co first reported a position in BlackRock Multi-Sector Income Trust in Q1 2021 and held it in 9 quarters.
Syverson Strege & Co's BlackRock Multi-Sector Income Trust position peaked at $39K in Q4 2021.
73 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.