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Concurrent Investment Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Concurrent Investment 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 		$305K Sell
29,844
-2,440
-8% -$24.9K ﹤0.01% 1680
2026
Q1 		$326K Buy
32,284
+1,110
+4% +$11.6K ﹤0.01% 1443
2025
Q4 		$338K Buy
31,174
+188
+0.6% +$2.06K ﹤0.01% 1327
2025
Q3 		$342K Buy
30,986
+8,611
+38% +$94.7K 0.01% 1096
2025
Q2 		$244K Sell
22,375
-44
-0.2% -$463 ﹤0.01% 1167
2025
Q1 		$240K Buy
22,419
+1,643
+8% +$17.6K 0.01% 1036
2024
Q4 		$217K Buy
20,776
+4,477
+27% +$48.7K 0.01% 958
2024
Q3 		$184K Buy
16,299
+665
+4% +$7.26K 0.01% 955
2024
Q2 		$167K Hold
15,634
– – 0.01% 896
2024
Q1 		$167K Sell
15,634
-4,725
-23% -$50.8K 0.01% 824
2023
Q4 		$210K Buy
+20,359
New +$200K 0.01% 754

Other funds holding BTZ

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
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
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $119M AUM

Concurrent Investment Advisors's BTZ Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 7.6% in Q2 2026, selling an estimated $24.9K and leaving 29,844 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Concurrent Investment Advisors first reported a position in BTZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $342K in Q3 2025. 48 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Concurrent Investment Advisors held 29,844 shares of BlackRock Credit Allocation Income Trust worth $305K as of Q2 2026.
  • Concurrent Investment Advisors sold 2,440 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $24.9K.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1680 holding.
  • Concurrent Investment Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's BlackRock Credit Allocation Income Trust position peaked at $342K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.