Western Wealth Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Western Wealth Management’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	-11,609	Closed	-$169K	–	764
2025 Q2	$169K	Hold	11,609	–	–	0.01%	710
2025 Q1	$168K	Sell	11,609 -1,000	-8%	-$14.6K	0.01%	659
2024 Q4	$184K	Hold	12,609	–	–	0.01%	646
2024 Q3	$192K	Hold	12,609	–	–	0.01%	720
2024 Q2	$184K	Hold	12,609	–	–	0.01%	637
2024 Q1	$200K	Buy	12,609 +5	+0%	+$77	0.02%	624
2023 Q4	$189K	Sell	12,604 -3,992	-24%	-$58.5K	0.01%	666
2023 Q3	$240K	Buy	16,596 +9	+0.1%	+$132	0.02%	562
2023 Q2	$238K	Buy	16,587 +14	+0.1%	+$203	0.02%	567
2023 Q1	$242K	Buy	16,573 +15	+0.1%	+$222	0.02%	554
2022 Q4	$235K	Sell	16,558 -15,438	-48%	-$226K	0.02%	530
2022 Q3	$456K	Buy	+31,996	New	+$495K	0.03%	516

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

Western Wealth Management's BIT Position: Q3 2025 in Review

Western Wealth Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2025, closing a stake of 11,609 shares — an estimated $169K sold.

Western Wealth Management first reported a position in BIT in Q3 2022 and held it in 12 quarters. The position peaked at $456K in Q3 2022. 104 funds tracked by Wall St. Rank hold BIT as of Q3 2025.

Western Wealth Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2025 after selling out during the quarter.
Western Wealth Management sold 11,609 BlackRock Multi-Sector Income Trust shares in Q3 2025, an estimated $169K.
Western Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q3 2022 and held it in 12 quarters.
Western Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $456K in Q3 2022.
104 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2025.

Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.