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Blackrock Multi-sector Incom other shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Blackrock Multi-sector Incom other (BIT) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Blackrock Multi-sector Incom other

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Multi-sector Incom other held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Multi-sector Incom other by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $153k 11k 14.60
2025-03-31 $159k 11k 14.48
2024-12-31 $170k 12k 14.60

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Blackrock Multi-sector Incom other

Sit Investment Associates
Rivernorth Capital Management
Morgan Stanley
Cyndeo Wealth Partners
LPL Financial
Almitas Capital
Ameriprise Financial
Penserra Capital Management
Invesco
Royal Bank of Canada
Guggenheim Capital, LLC Managers
Raymond James Financial
Envestnet Asset Management
Yakira Capital Management
UBS Group

View all funds holding Blackrock Multi-sector Incom other