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Integrated Wealth Concepts’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Integrated Wealth Concepts’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 		$168K Buy
16,445
+6
+0% +$61 ﹤0.01% 2256
2026
Q1 		$166K Buy
16,439
+8
+0% +$84 ﹤0.01% 2133
2025
Q4 		$178K Buy
16,431
+3
+0% +$33 ﹤0.01% 1541
2025
Q3 		$182K Buy
16,428
+5
+0% +$55 ﹤0.01% 1870
2025
Q2 		$179K Buy
16,423
+5
+0% +$53 ﹤0.01% 1788
2025
Q1 		$176K Buy
16,418
+5
+0% +$54 ﹤0.01% 1642
2024
Q4 		$172K Buy
16,413
+7
+0% +$76 ﹤0.01% 1627
2024
Q3 		$185K Buy
16,406
+405
+3% +$4.42K ﹤0.01% 1567
2024
Q2 		$171K Buy
16,001
+4,926
+44% +$51.5K ﹤0.01% 1544
2024
Q1 		$118K Buy
11,075
+4
+0% +$43 ﹤0.01% 1571
2023
Q4 		$114K Sell
11,071
-2,707
-20% -$26.5K ﹤0.01% 1513
2023
Q3 		$133K Buy
13,778
+5
+0% +$50 ﹤0.01% 1461
2023
Q2 		$140K Buy
13,773
+3
+0% +$31 ﹤0.01% 1467
2023
Q1 		$142K Hold
13,770
– – ﹤0.01% 1257
2022
Q4 		$139K Buy
+13,770
New +$140K ﹤0.01% 974

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Integrated Wealth Concepts's BTZ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.04% in Q2 2026, buying an estimated $61 and bringing the position to 16,445 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Integrated Wealth Concepts first reported a position in BTZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $185K in Q3 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Integrated Wealth Concepts held 16,445 shares of BlackRock Credit Allocation Income Trust worth $168K as of Q2 2026.
  • Integrated Wealth Concepts bought 6 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $61.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2256 holding.
  • Integrated Wealth Concepts first reported a position in BlackRock Credit Allocation Income Trust in Q4 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's BlackRock Credit Allocation Income Trust position peaked at $185K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.