1WA
BTZ icon

180 Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

180 Wealth Advisors’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$188K Hold
18,416
– – 0.02% 469
2026
Q1 		$186K Hold
18,416
– – 0.02% 449
2025
Q4 		$199K Hold
18,416
– – 0.02% 452
2025
Q3 		$203K Hold
18,416
– – 0.02% 430
2025
Q2 		$201K Hold
18,416
– – 0.03% 399
2025
Q1 		$197K Hold
18,416
– – 0.03% 384
2024
Q4 		$193K Sell
18,416
-871
-5% -$9.48K 0.03% 398
2024
Q3 		$218K Sell
19,287
-700
-4% -$7.64K 0.03% 393
2024
Q2 		$219K Sell
19,987
-565
-3% -$5.9K 0.04% 382
2024
Q1 		$220K Sell
20,552
-1,073
-5% -$11.5K 0.04% 353
2023
Q4 		$224K Hold
21,625
– – 0.04% 330
2023
Q3 		$209K Sell
21,625
-2,171
-9% -$21.8K 0.05% 327
2023
Q2 		$242K Buy
23,796
+2,211
+10% +$22.7K 0.05% 292
2023
Q1 		$222K Buy
21,585
+41
+0.2% +$437 0.05% 319
2022
Q4 		$240K Buy
21,544
+42
+0.2% +$427 0.06% 304
2022
Q3 		$205K Buy
21,502
+38
+0.2% +$417 0.06% 317
2022
Q2 		$235K Buy
21,464
+36
+0.2% +$411 0.06% 311
2022
Q1 		$257K Buy
21,428
+4,476
+26% +$59.1K 0.06% 308
2021
Q4 		$236K Buy
16,952
+1,840
+12% +$27.8K 0.05% 316
2021
Q3 		$228K Buy
15,112
+4,567
+43% +$70.9K 0.05% 342
2021
Q2 		$164K Buy
+10,545
New +$158K 0.04% 354

Other funds holding BTZ

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return