IA
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IFP Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

IFP 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
2025
Q1 		– Sell
-500
Closed -$5.23K – 4356
2024
Q4 		$5.23K Buy
+500
New +$5.44K ﹤0.01% 2776
2023
Q1 		– Sell
-8,521
Closed -$106K – 3498
2022
Q4 		$106K Sell
8,521
-26
-0.3% -$264 ﹤0.01% 1713
2022
Q3 		$106K Sell
8,547
-2
-0% -$22 ﹤0.01% 1818
2022
Q2 		$106K Hold
8,549
– – ﹤0.01% 1647
2022
Q1 		$106K Buy
+8,549
New +$113K ﹤0.01% 1647
2019
Q1 		$12K Sell
1,000
-1,580
-61% -$18.9K ﹤0.01% 1530
2018
Q4 		$29K Hold
2,580
– – ﹤0.01% 1913
2018
Q3 		$32K Sell
2,580
-3,664
-59% -$44.9K ﹤0.01% 2159
2018
Q2 		$75K Hold
6,244
– – ﹤0.01% 1660
2018
Q1 		$83K Hold
6,244
– – ﹤0.01% 1494
2017
Q4 		$83K Sell
6,244
-21,433
-77% -$286K ﹤0.01% 1506
2017
Q3 		$376K Hold
27,677
– – 0.01% 812
2017
Q2 		$372K Buy
27,677
+1,014
+4% +$13.5K 0.02% 805
2017
Q1 		$351K Buy
26,663
+11,347
+74% +$148K 0.02% 844
2016
Q4 		$199K Buy
15,316
+608
+4% +$7.72K 0.01% 1057
2016
Q3 		$196K Buy
14,708
+6,486
+79% +$86.4K 0.01% 1017
2016
Q2 		$107K Buy
8,222
+7,222
+722% +$91.9K 0.01% 1297
2016
Q1 		$12K Sell
1,000
-6,526
-87% -$79K ﹤0.01% 1530
2015
Q4 		$93K Buy
+7,526
New +$92.8K 0.01% 1221

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's BTZ Position: Q1 2025 in Review

IFP Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2025, closing a stake of 500 shares — an estimated $5.23K sold.

IFP Advisors first reported a position in BTZ in Q4 2015 and held it in 19 quarters. The position peaked at $376K in Q3 2017. 145 funds tracked by Wall St. Rank hold BTZ as of Q1 2025.

  • IFP Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 500 BlackRock Credit Allocation Income Trust shares in Q1 2025, an estimated $5.23K.
  • IFP Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's BlackRock Credit Allocation Income Trust position peaked at $376K in Q3 2017.
  • 145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.