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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mayflower Financial Advisors's BTZ Position: Q1 2026 in Review

Mayflower Financial Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 13,500 shares — an estimated $146K sold.

Mayflower Financial Advisors first reported a position in BTZ in Q4 2023 and held it in 9 quarters. The position peaked at $204K in Q2 2024. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

Mayflower Financial Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
Mayflower Financial Advisors sold 13,500 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $146K.
Mayflower Financial Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2023 and held it in 9 quarters.
Mayflower Financial Advisors's BlackRock Credit Allocation Income Trust position peaked at $204K in Q2 2024.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Mayflower Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.