Focus Partners Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$814K Hold
74,498
– – ﹤0.01% 1221
2025
Q1 		$799K Sell
74,498
-5,190
-7% -$55.6K ﹤0.01% 1142
2024
Q4 		$834K Buy
79,688
+40,262
+102% +$421K ﹤0.01% 1113
2024
Q3 		$1.65M Sell
39,426
-43,074
-52% -$1.8M 0.01% 814
2024
Q2 		$884K Buy
+82,500
New +$884K ﹤0.01% 821