LWM
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Liberty Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Liberty 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
2021
Q4 		– Sell
-504
Closed -$8K – 290
2021
Q3 		$8K Buy
504
+496
+6,200% +$7.7K ﹤0.01% 859
2021
Q2 		$1K Buy
+8
New +$120 ﹤0.01% 973
2020
Q2 		– Sell
-311
Closed -$4K – 864
2020
Q1 		$4K Buy
+311
New +$4.2K ﹤0.01% 604

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Liberty Wealth Management's BTZ Position: Q4 2021 in Review

Liberty Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2021, closing a stake of 504 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in BTZ in Q1 2020 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2021.

  • Liberty Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 504 BlackRock Credit Allocation Income Trust shares in Q4 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2020 and held it in 3 quarters.
  • Liberty Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $8K in Q3 2021.
  • 136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.