McIlrath & Eck’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

McIlrath & Eck’s Portfolio BCAT Stock Details BCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.2K	Buy	3,130 +1,969	+170%	+$29K	﹤0.01%	577
2025 Q4	$16.4K	Sell	1,161 -1,838	-61%	-$26.6K	﹤0.01%	561
2025 Q3	$44.4K	Buy	2,999 +2,719	+971%	+$40.7K	﹤0.01%	347
2025 Q2	$4.24K	Hold	280	–	–	﹤0.01%	746
2025 Q1	$4.03K	Hold	280	–	–	﹤0.01%	759
2024 Q4	$4.24K	Hold	280	–	–	﹤0.01%	782
2024 Q3	$4.61K	Hold	280	–	–	﹤0.01%	756
2024 Q2	$4.59K	Hold	280	–	–	﹤0.01%	725
2024 Q1	$4.67K	Hold	280	–	–	﹤0.01%	731
2023 Q4	$4.19K	Hold	280	–	–	﹤0.01%	707
2023 Q3	$4.06K	Hold	280	–	–	﹤0.01%	695
2023 Q2	$4.27K	Hold	280	–	–	﹤0.01%	703
2023 Q1	$4.24K	Hold	280	–	–	﹤0.01%	694
2022 Q4	$3.88K	Buy	+280	New	+$3.95K	﹤0.01%	679

Other funds holding BCAT

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

McIlrath & Eck's BCAT Position: Q1 2026 in Review

McIlrath & Eck increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 170% in Q1 2026, buying an estimated $29K and bringing the position to 3,130 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

McIlrath & Eck first reported a position in BCAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $44.4K in Q3 2025. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

McIlrath & Eck held 3,130 shares of BlackRock Capital Allocation Term Trust worth $44.2K as of Q1 2026.
McIlrath & Eck bought 1,969 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $29K.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #577 holding.
McIlrath & Eck first reported a position in BlackRock Capital Allocation Term Trust in Q4 2022 and has held it in 14 quarters since.
McIlrath & Eck's BlackRock Capital Allocation Term Trust position peaked at $44.4K in Q3 2025.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.