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Equibles

INDEPENDENT FINANCIAL GROUP, LLC

Position in BIT — BlackRock Multi-Sector Income Trust

CIK 275484 SAN DIEGO, CA
Back to BIT Full portfolio

Position in BIT

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$168,819
-$24,264 QoQ
Shares Held
13,484
-12.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BIT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $219,406,281 across 100 Asset Management names. BIT ranks #90 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 920,052 $59,090,499
2 BPRE
Bluerock Private Real Estate Fund
 1,254,525 $16,321,370
3 PDI
PIMCO Dynamic Income Fund
 717,418 $11,980,880
4 ARCC
Ares Capital Corp
 460,273 $8,528,858
5 FSK
FS KKR Capital Corp
 760,481 $7,985,050
6 BLK
BlackRock, Inc.
 65,776 $7,371,753
7 STT
State Street Corp
 132,816 $7,120,265
8 PSEC
Prospect Capital Corp
 2,485,356 $5,741,172

All Filings in BIT

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $168,819 13,484
2026-03-31 $193,083 15,422
2025-12-31 $201,411 15,422
2025-09-30 $206,500 15,422
2025-06-30 $231,690 15,422
2025-03-31 $229,786 15,422
2024-12-31 $228,250 15,193
2024-09-30 $287,290 18,368
2024-06-30 $275,571 18,368
2024-03-31 $300,142 18,368
2023-12-31 $272,628 17,663
2023-09-30 $262,995 17,663
2023-06-30 $261,178 17,663
2023-03-31 $265,176 17,663
2022-12-31 $258,269 17,663
2022-09-30 $209,727 14,313
2022-03-31 $243,837 14,379
2021-12-31 $280,830 15,045
2021-09-30 $289,655 15,045
2021-06-30 $288,881 15,045
2021-03-31 $314,389 16,955