Marks Group Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$902K	Sell	89,273 -8,565	-9%	-$89.8K	0.09%	200
2025 Q4	$1.06M	Hold	97,838	–	–	0.1%	182
2025 Q3	$1.08M	Hold	97,838	–	–	0.1%	169
2025 Q2	$1.07M	Hold	97,838	–	–	0.1%	173
2025 Q1	$1.05M	Hold	97,838	–	–	0.1%	179
2024 Q4	$1.02M	Hold	97,838	–	–	0.1%	169
2024 Q3	$1.1M	Buy	97,838 +446	+0.5%	+$4.87K	0.11%	171
2024 Q2	$1.04M	Buy	97,392 +5,147	+6%	+$53.8K	0.11%	167
2024 Q1	$986K	Hold	92,245	–	–	0.1%	171
2023 Q4	$952K	Hold	92,245	–	–	0.11%	172
2023 Q3	$893K	Hold	92,245	–	–	0.11%	170
2023 Q2	$936K	Hold	92,245	–	–	0.11%	168
2023 Q1	$949K	Buy	+92,245	New	+$983K	0.12%	166