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Laird Norton Wetherby Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$167K Hold
15,125
– – 0.01% 907
2025
Q2 		$165K Buy
+15,125
New +$159K 0.01% 903
2024
Q4 		$158K Hold
15,125
– – 0.01% 866
2024
Q3 		$171K Hold
15,125
– – 0.01% 895
2024
Q2 		$162K Hold
15,125
– – 0.01% 883
2024
Q1 		$162K Buy
+15,125
New +$163K 0.01% 915

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BTZ Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q3 2025 at 15,125 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #907.

Laird Norton Wetherby Wealth Management first reported a position in BTZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $171K in Q3 2024. 150 funds tracked by Wall St. Rank hold BTZ as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 15,125 shares of BlackRock Credit Allocation Income Trust worth $167K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its BlackRock Credit Allocation Income Trust share count unchanged in Q3 2025.
  • BlackRock Credit Allocation Income Trust made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #907 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2024 and has held it in 6 quarters since.
  • Laird Norton Wetherby Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $171K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.