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Wealth Care LLC’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Wealth Care LLC’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 		$850K Buy
67,909
+16,026
+31% +$202K 0.69% 26
2026
Q1 		$650K Buy
+51,883
New +$675K 0.58% 33

Other funds holding BIT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Toronto Dominion Bank
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Care LLC's BIT Position: Q2 2026 in Review

Wealth Care LLC increased its BlackRock Multi-Sector Income Trust (BIT) stake by 31% in Q2 2026, buying an estimated $202K and bringing the position to 67,909 shares worth $850K. The position accounts for 0.69% of the portfolio, ranked #26.

Wealth Care LLC first reported a position in BIT in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold BIT as of Q2 2026.

  • Wealth Care LLC held 67,909 shares of BlackRock Multi-Sector Income Trust worth $850K as of Q2 2026.
  • Wealth Care LLC bought 16,026 BlackRock Multi-Sector Income Trust shares in Q2 2026, an estimated $202K.
  • BlackRock Multi-Sector Income Trust made up 0.69% of Wealth Care LLC's portfolio in Q2 2026, its #26 holding.
  • Wealth Care LLC first reported a position in BlackRock Multi-Sector Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2026.

Based on Wealth Care LLC's 13F filing for Q2 2026, filed 15 Jul 2026.