Elm3 Financial Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$146K	Buy	13,400 +1,000	+8%	+$10.9K	0.12%	108
2025 Q1	$133K	Hold	12,400	–	–	0.12%	99
2024 Q4	$130K	Buy	+12,400	New	+$130K	0.11%	88