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Measured Wealth Private Client Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Measured Wealth Private Client Group’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
Q2 		$7.67K Hold
750
– – ﹤0.01% 595
2026
Q1 		$7.58K Hold
750
– – ﹤0.01% 586
2025
Q4 		$8.12K Hold
750
– – ﹤0.01% 576
2025
Q3 		$8.29K Buy
+750
New +$8.25K ﹤0.01% 577

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Measured Wealth Private Client Group's BTZ Position: Q2 2026 in Review

Measured Wealth Private Client Group held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 750 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Measured Wealth Private Client Group first reported a position in BTZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.29K in Q3 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Measured Wealth Private Client Group held 750 shares of BlackRock Credit Allocation Income Trust worth $7.67K as of Q2 2026.
  • Measured Wealth Private Client Group left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #595 holding.
  • Measured Wealth Private Client Group first reported a position in BlackRock Credit Allocation Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's BlackRock Credit Allocation Income Trust position peaked at $8.29K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.