Wealth Enhancement Advisory Services’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Wealth Enhancement Advisory Services’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	–	Sell	-11,281	Closed	-$149K	–	3603
2025 Q4	$149K	Sell	11,281 -293	-3%	-$3.87K	﹤0.01%	3350
2025 Q3	$155K	Buy	+11,574	New	+$164K	﹤0.01%	3222
2025 Q2	–	Sell	-45,374	Closed	-$657K	–	3395
2025 Q1	$657K	Buy	45,374 +6,977	+18%	+$102K	﹤0.01%	1859
2024 Q4	$561K	Buy	+38,397	New	+$566K	﹤0.01%	1908

Other funds holding BIT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's BIT Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2026, closing a stake of 11,281 shares — an estimated $149K sold.

Wealth Enhancement Advisory Services first reported a position in BIT in Q4 2024 and held it in 4 quarters. The position peaked at $657K in Q1 2025. 97 funds tracked by Wall St. Rank hold BIT as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 11,281 BlackRock Multi-Sector Income Trust shares in Q1 2026, an estimated $149K.
Wealth Enhancement Advisory Services first reported a position in BlackRock Multi-Sector Income Trust in Q4 2024 and held it in 4 quarters.
Wealth Enhancement Advisory Services's BlackRock Multi-Sector Income Trust position peaked at $657K in Q1 2025.
97 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.