INDEPENDENT FINANCIAL GROUP, LLC
Position in BIT — BlackRock Multi-Sector Income Trust
CIK 275484
SAN DIEGO, CA
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
0.01%
of 13F equity value
Holder Rank
#67
of 99 holders
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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. BIT ranks #89 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in BIT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,819 | 13,484 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $193,083 | 15,422 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $201,411 | 15,422 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $206,500 | 15,422 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $231,690 | 15,422 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $229,786 | 15,422 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $221,817 | 15,193 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $279,193 | 18,368 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $267,805 | 18,368 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $291,683 | 18,368 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $264,945 | 17,663 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $255,583 | 17,663 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $253,817 | 17,663 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $257,703 | 17,663 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $250,991 | 17,663 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $203,817 | 14,313 | Shares | Sole | 2026-06-15 | |
| 2022-03-31 | $236,965 | 14,379 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $272,916 | 15,045 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $281,491 | 15,045 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $280,739 | 15,045 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $305,529 | 16,955 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||