Eastern Bank’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Eastern Bank’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	$57.9K	Hold	5,670	–	–	﹤0.01%	589
2026 Q1	$57.3K	Hold	5,670	–	–	﹤0.01%	547
2025 Q4	$61.4K	Hold	5,670	–	–	﹤0.01%	535
2025 Q3	$62.7K	Hold	5,670	–	–	﹤0.01%	527
2025 Q2	$61.9K	Hold	5,670	–	–	﹤0.01%	515
2025 Q1	$60.8K	Hold	5,670	–	–	﹤0.01%	526
2024 Q4	$59.3K	Hold	5,670	–	–	﹤0.01%	543
2024 Q3	$64K	Buy	+5,670	New	+$61.9K	﹤0.01%	526

Other funds holding BTZ

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return