Walkner Condon Financial Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Walkner Condon Financial Advisors’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 Q2	–	Sell	-14,243	Closed	-$178K	–	347
2026 Q1	$178K	Hold	14,243	–	–	0.02%	319
2025 Q4	$186K	Hold	14,243	–	–	0.03%	305
2025 Q3	$191K	Hold	14,243	–	–	0.03%	294
2025 Q2	$208K	Hold	14,243	–	–	0.04%	267
2025 Q1	$206K	Buy	14,243 +743	+6%	+$10.9K	0.04%	259
2024 Q4	$197K	Buy	+13,500	New	+$199K	0.04%	273

Other funds holding BIT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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 $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Walkner Condon Financial Advisors's BIT Position: Q2 2026 in Review

Walkner Condon Financial Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2026, closing a stake of 14,243 shares — an estimated $178K sold.

Walkner Condon Financial Advisors first reported a position in BIT in Q4 2024 and held it in 6 quarters. The position peaked at $208K in Q2 2025. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

Walkner Condon Financial Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2026 after selling out during the quarter.
Walkner Condon Financial Advisors sold 14,243 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $178K.
Walkner Condon Financial Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q4 2024 and held it in 6 quarters.
Walkner Condon Financial Advisors's BlackRock Multi-Sector Income Trust position peaked at $208K in Q2 2025.
99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.