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Westside Investment Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Westside Investment 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
Q2 		– Sell
-550
Closed -$7.96K – 1284
2025
Q1 		$7.96K Hold
550
– – ﹤0.01% 715
2024
Q4 		$8.03K Buy
+550
New +$8.11K ﹤0.01% 717

Other funds holding BIT

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westside Investment Management's BIT Position: Q2 2025 in Review

Westside Investment Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2025, closing a stake of 550 shares — an estimated $7.96K sold.

Westside Investment Management first reported a position in BIT in Q4 2024 and held it in 2 quarters. The position peaked at $8.03K in Q4 2024. 72 funds tracked by Wall St. Rank hold BIT as of Q2 2025.

  • Westside Investment Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2025 after selling out during the quarter.
  • Westside Investment Management sold 550 BlackRock Multi-Sector Income Trust shares in Q2 2025, an estimated $7.96K.
  • Westside Investment Management first reported a position in BlackRock Multi-Sector Income Trust in Q4 2024 and held it in 2 quarters.
  • Westside Investment Management's BlackRock Multi-Sector Income Trust position peaked at $8.03K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.