MFA
BTZ icon

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

McClarren 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
2025
Q2 		– Sell
-10
Closed -$7K – 115
2025
Q1 		$7K Buy
+10
New +$107 ﹤0.01% 219

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
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

McClarren Financial Advisors's BTZ Position: Q2 2025 in Review

McClarren Financial Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2025, closing a stake of 10 shares — an estimated $7K sold.

McClarren Financial Advisors first reported a position in BTZ in Q1 2025 and held it in 1 quarter. The position peaked at $7K in Q1 2025. 143 funds tracked by Wall St. Rank hold BTZ as of Q2 2025.

  • McClarren Financial Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 10 BlackRock Credit Allocation Income Trust shares in Q2 2025, an estimated $7K.
  • McClarren Financial Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q1 2025 and held it in 1 quarter.
  • McClarren Financial Advisors's BlackRock Credit Allocation Income Trust position peaked at $7K in Q1 2025.
  • 143 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.