UMB Bank’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

UMB Bank’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	-500	Closed	-$7.3K	–	2157
2025 Q2	$7.3K	Hold	500	–	–	﹤0.01%	1711
2025 Q1	$7.24K	Hold	500	–	–	﹤0.01%	1657
2024 Q4	$7.3K	Hold	500	–	–	﹤0.01%	1581
2024 Q3	$7.6K	Hold	500	–	–	﹤0.01%	1586
2024 Q2	$7.29K	Hold	500	–	–	﹤0.01%	1336
2024 Q1	$7.94K	Hold	500	–	–	﹤0.01%	1319
2023 Q4	$7.5K	Hold	500	–	–	﹤0.01%	1357
2023 Q3	$7.24K	Hold	500	–	–	﹤0.01%	1352
2023 Q2	$7.18K	Hold	500	–	–	﹤0.01%	1366
2023 Q1	$7.29K	Hold	500	–	–	﹤0.01%	1350
2022 Q4	$7K	Hold	500	–	–	﹤0.01%	1374
2022 Q3	$7K	Hold	500	–	–	﹤0.01%	1394
2022 Q2	$7K	Hold	500	–	–	﹤0.01%	1484
2022 Q1	$8K	Buy	+500	New	+$8.26K	﹤0.01%	1540

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

UMB Bank's BIT Position: Q3 2025 in Review

UMB Bank sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2025, closing a stake of 500 shares — an estimated $7.3K sold.

UMB Bank first reported a position in BIT in Q1 2022 and held it in 14 quarters. The position peaked at $8K in Q1 2022. 104 funds tracked by Wall St. Rank hold BIT as of Q3 2025.

UMB Bank reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2025 after selling out during the quarter.
UMB Bank sold 500 BlackRock Multi-Sector Income Trust shares in Q3 2025, an estimated $7.3K.
UMB Bank first reported a position in BlackRock Multi-Sector Income Trust in Q1 2022 and held it in 14 quarters.
UMB Bank's BlackRock Multi-Sector Income Trust position peaked at $8K in Q1 2022.
104 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2025.

Based on UMB Bank's 13F filing for Q3 2025, filed 4 Nov 2025.