Clean Yield Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Clean Yield Group’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
2023 Q3	–	Sell	-7,000	Closed	-$70.2K	–	383
2023 Q2	$71K	Hold	7,000	–	–	0.03%	207
2023 Q1	$72K	Sell	7,000 -1,000	-13%	-$10.7K	0.03%	205
2022 Q4	$80.8K	Hold	8,000	–	–	0.03%	195
2022 Q3	$76K	Sell	8,000 -3,000	-27%	-$32.9K	0.04%	195
2022 Q2	$120K	Hold	11,000	–	–	0.05%	168
2022 Q1	$138K	Sell	11,000 -4,000	-27%	-$52.8K	0.05%	176
2021 Q4	$226K	Hold	15,000	–	–	0.07%	144
2021 Q3	$227K	Hold	15,000	–	–	0.07%	146
2021 Q2	$234K	Buy	+15,000	New	+$224K	0.08%	133

Other funds holding BTZ

SIA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clean Yield Group's BTZ Position: Q3 2023 in Review

Clean Yield Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2023, closing a stake of 7,000 shares — an estimated $70.2K sold.

Clean Yield Group first reported a position in BTZ in Q2 2021 and held it in 9 quarters. The position peaked at $234K in Q2 2021. 132 funds tracked by Wall St. Rank hold BTZ as of Q3 2023.

Clean Yield Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2023 after selling out during the quarter.
Clean Yield Group sold 7,000 BlackRock Credit Allocation Income Trust shares in Q3 2023, an estimated $70.2K.
Clean Yield Group first reported a position in BlackRock Credit Allocation Income Trust in Q2 2021 and held it in 9 quarters.
Clean Yield Group's BlackRock Credit Allocation Income Trust position peaked at $234K in Q2 2021.
132 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.