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WCG Wealth Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

WCG Wealth 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
Q1 		$368K Hold
29,375
– – 0.01% 491
2025
Q4 		$384K Hold
29,375
– – 0.01% 472
2025
Q3 		$393K Hold
29,375
– – 0.02% 316
2025
Q2 		$429K Buy
+29,375
New +$415K 0.03% 308

Other funds holding BIT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WCG Wealth Advisors's BIT Position: Q1 2026 in Review

WCG Wealth Advisors held its BlackRock Multi-Sector Income Trust (BIT) position steady in Q1 2026 at 29,375 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #491.

WCG Wealth Advisors first reported a position in BIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $429K in Q2 2025. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

  • WCG Wealth Advisors held 29,375 shares of BlackRock Multi-Sector Income Trust worth $368K as of Q1 2026.
  • WCG Wealth Advisors left its BlackRock Multi-Sector Income Trust share count unchanged in Q1 2026.
  • BlackRock Multi-Sector Income Trust made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #491 holding.
  • WCG Wealth Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q2 2025 and has held it in 4 quarters since.
  • WCG Wealth Advisors's BlackRock Multi-Sector Income Trust position peaked at $429K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.