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 Q3	$395K	Buy	42,415 +40,657	+2,313%	+$406K	﹤0.01%	1783
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

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

FCM

Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Farther Finance Advisors's BTZ Position: Q3 2026 in Review

Farther Finance Advisors increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 2,313% in Q3 2026, buying an estimated $406K and bringing the position to 42,415 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Farther Finance Advisors first reported a position in BTZ in Q1 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold BTZ as of Q3 2026.

Farther Finance Advisors held 42,415 shares of BlackRock Credit Allocation Income Trust worth $395K as of Q3 2026.
Farther Finance Advisors bought 40,657 BlackRock Credit Allocation Income Trust shares in Q3 2026, an estimated $406K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1783 holding.
Farther Finance Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q1 2025 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.