Affiance Financial’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Affiance Financial’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 Q1	–	Sell	-14,100	Closed	-$153K	–	107
2025 Q4	$153K	Hold	14,100	–	–	0.02%	105
2025 Q3	$156K	Sell	14,100 -5,900	-30%	-$64.9K	0.03%	104
2025 Q2	$218K	Hold	20,000	–	–	0.04%	98
2025 Q1	$214K	Hold	20,000	–	–	0.05%	98
2024 Q4	$209K	Buy	20,000 +10,000	+100%	+$109K	0.05%	102
2024 Q3	$113K	Hold	10,000	–	–	0.03%	99
2024 Q2	$107K	Hold	10,000	–	–	0.03%	96
2024 Q1	$107K	Buy	+10,000	New	+$107K	0.03%	95

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Affiance Financial's BTZ Position: Q1 2026 in Review

Affiance Financial sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 14,100 shares — an estimated $153K sold.

Affiance Financial first reported a position in BTZ in Q1 2024 and held it in 8 quarters. The position peaked at $218K in Q2 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

Affiance Financial reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
Affiance Financial sold 14,100 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $153K.
Affiance Financial first reported a position in BlackRock Credit Allocation Income Trust in Q1 2024 and held it in 8 quarters.
Affiance Financial's BlackRock Credit Allocation Income Trust position peaked at $218K in Q2 2025.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Affiance Financial's 13F filing for Q1 2026, filed 14 Apr 2026.