Carson Wealth (CWM LLC)’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Carson Wealth (CWM LLC)’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	$6.17K	Sell	611 -2,219	-78%	-$23.3K	﹤0.01%	4954
2025 Q4	$31K	Buy	2,830 +411	+17%	+$4.5K	﹤0.01%	3923
2025 Q3	$27K	Hold	2,419	–	–	﹤0.01%	3941
2025 Q2	$26K	Hold	2,419	–	–	﹤0.01%	3729
2025 Q1	$26K	Sell	2,419 -2,855	-54%	-$30.6K	﹤0.01%	3481
2024 Q4	$55K	Buy	5,274 +2,855	+118%	+$31.1K	﹤0.01%	2725
2024 Q3	$27K	Buy	2,419 +1,057	+78%	+$11.5K	﹤0.01%	3168
2024 Q2	$15K	Hold	1,362	–	–	﹤0.01%	3290
2024 Q1	$15K	Hold	1,362	–	–	﹤0.01%	3075
2023 Q4	$14K	Buy	+1,362	New	+$13.4K	﹤0.01%	2972
2023 Q2	–	Sell	-4,000	Closed	-$41K	–	4186
2023 Q1	$41K	Buy	+4,000	New	+$42.6K	﹤0.01%	2004

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 $1.37T AUM 24.88% 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

Carson Wealth (CWM LLC)'s BTZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 78% in Q1 2026, selling an estimated $23.3K and leaving 611 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #4954.

Carson Wealth (CWM LLC) first reported a position in BTZ in Q1 2023 and has held it in 11 quarters since. The position peaked at $55K in Q4 2024. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

Carson Wealth (CWM LLC) held 611 shares of BlackRock Credit Allocation Income Trust worth $6.17K as of Q1 2026.
Carson Wealth (CWM LLC) sold 2,219 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $23.3K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4954 holding.
Carson Wealth (CWM LLC) first reported a position in BlackRock Credit Allocation Income Trust in Q1 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s BlackRock Credit Allocation Income Trust position peaked at $55K in Q4 2024.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.