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Independent Advisor Alliance’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Independent Advisor Alliance’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
-13,378
Closed -$140K – 871
2024
Q4 		$140K Buy
+13,378
New +$146K ﹤0.01% 1315
2020
Q1 		– Sell
-12,275
Closed -$172K – 466
2019
Q4 		$172K Buy
+12,275
New +$167K 0.01% 836

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

Independent Advisor Alliance's BTZ Position: Q1 2025 in Review

Independent Advisor Alliance sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2025, closing a stake of 13,378 shares — an estimated $140K sold.

Independent Advisor Alliance first reported a position in BTZ in Q4 2019 and held it in 2 quarters. The position peaked at $172K in Q4 2019. 145 funds tracked by Wall St. Rank hold BTZ as of Q1 2025.

  • Independent Advisor Alliance reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,378 BlackRock Credit Allocation Income Trust shares in Q1 2025, an estimated $140K.
  • Independent Advisor Alliance first reported a position in BlackRock Credit Allocation Income Trust in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's BlackRock Credit Allocation Income Trust position peaked at $172K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.