Focus Partners Wealth’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Focus Partners Wealth’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	$771K	Sell	75,420 -30,400	-29%	-$310K	﹤0.01%	1744
2026 Q1	$1.07M	Buy	105,820 +33,320	+46%	+$349K	﹤0.01%	1586
2025 Q4	$785K	Sell	72,500 -271	-0.4%	-$2.97K	﹤0.01%	1741
2025 Q3	$804K	Sell	72,771 -1,727	-2%	-$19K	﹤0.01%	1391
2025 Q2	$814K	Hold	74,498	–	–	﹤0.01%	1229
2025 Q1	$799K	Sell	74,498 -5,190	-7%	-$55.5K	﹤0.01%	1150
2024 Q4	$834K	Buy	79,688 +40,262	+102%	+$438K	﹤0.01%	1123
2024 Q3	$1.65M	Sell	39,426 -43,074	-52%	-$470K	0.01%	822
2024 Q2	$884K	Buy	+82,500	New	+$862K	﹤0.01%	821

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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 30.01% 1-Year Est. Return

Focus Partners Wealth's BTZ Position: Q2 2026 in Review

Focus Partners Wealth reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 29% in Q2 2026, selling an estimated $310K and leaving 75,420 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Focus Partners Wealth first reported a position in BTZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Focus Partners Wealth held 75,420 shares of BlackRock Credit Allocation Income Trust worth $771K as of Q2 2026.
Focus Partners Wealth sold 30,400 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $310K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1744 holding.
Focus Partners Wealth first reported a position in BlackRock Credit Allocation Income Trust in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's BlackRock Credit Allocation Income Trust position peaked at $1.65M in Q3 2024.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.