Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Kovitz Investment Group Partners’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$309K Buy
28,270
+9,870
+54% +$108K ﹤0.01% 1131
2025
Q1 		$197K Hold
18,400
– – ﹤0.01% 1171
2024
Q4 		$192K Buy
+18,400
New +$192K ﹤0.01% 1165