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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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