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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

180 Wealth Advisors's BTZ Position: Q2 2026 in Review

180 Wealth Advisors held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 18,416 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #469.

180 Wealth Advisors first reported a position in BTZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $257K in Q1 2022. 19 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

180 Wealth Advisors held 18,416 shares of BlackRock Credit Allocation Income Trust worth $188K as of Q2 2026.
180 Wealth Advisors left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
BlackRock Credit Allocation Income Trust made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #469 holding.
180 Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2021 and has held it in 21 quarters since.
180 Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $257K in Q1 2022.
19 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.