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

Bedel Financial Consulting’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
2022 Q2	–	Sell	-139	Closed	-$2K	–	295
2022 Q1	$2K	Hold	139	–	–	﹤0.01%	870
2021 Q4	$2K	Hold	139	–	–	﹤0.01%	875
2021 Q3	$2K	Hold	139	–	–	﹤0.01%	870
2021 Q2	$2K	Hold	139	–	–	﹤0.01%	868
2021 Q1	$2K	Hold	139	–	–	﹤0.01%	834
2020 Q4	$2K	Hold	139	–	–	﹤0.01%	732
2020 Q3	$2K	Hold	139	–	–	﹤0.01%	696
2020 Q2	$2K	Hold	139	–	–	﹤0.01%	671
2020 Q1	$2K	Hold	139	–	–	﹤0.01%	660
2019 Q4	$2K	Buy	+139	New	+$1.9K	﹤0.01%	668

Other funds holding BTZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bedel Financial Consulting's BTZ Position: Q2 2022 in Review

Bedel Financial Consulting sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2022, closing a stake of 139 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in BTZ in Q4 2019 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 145 funds tracked by Wall St. Rank hold BTZ as of Q2 2022.

Bedel Financial Consulting reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 139 BlackRock Credit Allocation Income Trust shares in Q2 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in BlackRock Credit Allocation Income Trust in Q4 2019 and held it in 10 quarters.
Bedel Financial Consulting's BlackRock Credit Allocation Income Trust position peaked at $2K in Q1 2022.
145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.