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IBEX Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

IBEX Wealth 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
Q1 		$1.1M Buy
108,640
+992
+0.9% +$10.4K 0.1% 102
2025
Q4 		$1.17M Sell
107,648
-8,455
-7% -$92.6K 0.11% 100
2025
Q3 		$1.28M Buy
116,103
+1,351
+1% +$14.9K 0.12% 103
2025
Q2 		$1.25M Buy
114,752
+1,196
+1% +$12.6K 0.13% 94
2025
Q1 		$1.22M Sell
113,556
-3,691
-3% -$39.5K 0.16% 97
2024
Q4 		$1.23M Buy
+117,247
New +$1.28M 0.14% 104
2023
Q1 		– Sell
-149,094
Closed -$1.51M – 107
2022
Q4 		$1.51M Sell
149,094
-13,612
-8% -$138K 0.34% 78
2022
Q3 		$1.55M Sell
162,706
-10,109
-6% -$111K 0.4% 76
2022
Q2 		$1.88M Sell
172,815
-9,229
-5% -$105K 0.43% 81
2022
Q1 		$2.29M Sell
182,044
-19,589
-10% -$259K 0.44% 79
2021
Q4 		$3.04M Sell
201,633
-31,120
-13% -$470K 0.54% 74
2021
Q3 		$3.53M Sell
232,753
-5,785
-2% -$89.8K 0.68% 62
2021
Q2 		$3.72M Sell
238,538
-13,253
-5% -$198K 0.74% 55
2021
Q1 		$3.7M Sell
251,791
-816
-0.3% -$12K 0.91% 49
2020
Q4 		$3.72M Sell
252,607
-8,474
-3% -$122K 0.97% 45
2020
Q3 		$3.71M Buy
+261,081
New +$3.64M 1.08% 38
2019
Q3 		– Sell
-1,408
Closed -$18K – 118
2019
Q2 		$18K Buy
+1,408
New +$17.9K 0.01% 285

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

IBEX Wealth Advisors's BTZ Position: Q1 2026 in Review

IBEX Wealth Advisors increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.92% in Q1 2026, buying an estimated $10.4K and bringing the position to 108,640 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #102.

IBEX Wealth Advisors first reported a position in BTZ in Q2 2019 and has held it in 17 quarters since. The position peaked at $3.72M in Q2 2021. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

  • IBEX Wealth Advisors held 108,640 shares of BlackRock Credit Allocation Income Trust worth $1.1M as of Q1 2026.
  • IBEX Wealth Advisors bought 992 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $10.4K.
  • BlackRock Credit Allocation Income Trust made up 0.1% of IBEX Wealth Advisors's portfolio in Q1 2026, its #102 holding.
  • IBEX Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2019 and has held it in 17 quarters since.
  • IBEX Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $3.72M in Q2 2021.
  • 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.