Mayflower Financial Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Mayflower Financial Advisors’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
2026 Q1	–	Sell	-13,500	Closed	-$146K	–	450
2025 Q4	$146K	Sell	13,500 -500	-4%	-$5.48K	0.02%	408
2025 Q3	$155K	Hold	14,000	–	–	0.02%	402
2025 Q2	$153K	Hold	14,000	–	–	0.02%	387
2025 Q1	$150K	Sell	14,000 -3,000	-18%	-$32.1K	0.02%	385
2024 Q4	$178K	Hold	17,000	–	–	0.03%	376
2024 Q3	$192K	Sell	17,000 -2,026	-11%	-$22.1K	0.03%	363
2024 Q2	$204K	Hold	19,026	–	–	0.03%	337
2024 Q1	$203K	Hold	19,026	–	–	0.03%	341
2023 Q4	$196K	Buy	+19,026	New	+$187K	0.03%	326

Other funds holding BTZ

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return