FFA
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Farther Finance Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Farther Finance 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 		$18K Hold
1,758
– – ﹤0.01% 4053
2026
Q1 		$17.9K Hold
1,758
– – ﹤0.01% 3738
2025
Q4 		$19K Buy
+1,758
New +$19.3K ﹤0.01% 3483
2025
Q2 		– Sell
-46
Closed -$497 – 4523
2025
Q1 		$497 Buy
+46
New +$492 ﹤0.01% 3776

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Farther Finance Advisors's BTZ Position: Q2 2026 in Review

Farther Finance Advisors held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 1,758 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #4053.

Farther Finance Advisors first reported a position in BTZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $19K in Q4 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Farther Finance Advisors held 1,758 shares of BlackRock Credit Allocation Income Trust worth $18K as of Q2 2026.
  • Farther Finance Advisors left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4053 holding.
  • Farther Finance Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q1 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's BlackRock Credit Allocation Income Trust position peaked at $19K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.