IFWM
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Institute for Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Institute for Wealth Management’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
Q2 		$22K Buy
+2,150
New +$22K ﹤0.01% 1106

Other funds holding BTZ

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return

Institute for Wealth Management's BTZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026: 2,150 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings.

99 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Institute for Wealth Management held 2,150 shares of BlackRock Credit Allocation Income Trust worth $22K as of Q2 2026.
  • BlackRock Credit Allocation Income Trust was a new Institute for Wealth Management position in Q2 2026.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1106 holding.
  • 99 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.