KFG
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Kingdom Financial Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Kingdom Financial Group’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
Q3 		– Sell
-15,745
Closed -$172K – 79
2025
Q2 		$172K Buy
+15,745
New +$166K 0.15% 55

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CIA
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Kingdom Financial Group's BTZ Position: Q3 2025 in Review

Kingdom Financial Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2025, closing a stake of 15,745 shares — an estimated $172K sold.

Kingdom Financial Group first reported a position in BTZ in Q2 2025 and held it in 1 quarter. The position peaked at $172K in Q2 2025. 150 funds tracked by Wall St. Rank hold BTZ as of Q3 2025.

  • Kingdom Financial Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2025 after selling out during the quarter.
  • Kingdom Financial Group sold 15,745 BlackRock Credit Allocation Income Trust shares in Q3 2025, an estimated $172K.
  • Kingdom Financial Group first reported a position in BlackRock Credit Allocation Income Trust in Q2 2025 and held it in 1 quarter.
  • Kingdom Financial Group's BlackRock Credit Allocation Income Trust position peaked at $172K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2025.

Based on Kingdom Financial Group's 13F filing for Q3 2025, filed 30 Oct 2025.