Mercer Global Advisors
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Mercer Global Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Mercer Global 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
Q4 		– Sell
-11,449
Closed -$127K – 2861
2025
Q3 		$127K Hold
11,449
– – ﹤0.01% 2483
2025
Q2 		$125K Sell
11,449
-873
-7% -$9.19K ﹤0.01% 2133
2025
Q1 		$132K Buy
+12,322
New +$132K ﹤0.01% 2024
2024
Q1 		– Sell
-36,072
Closed -$36K – 2034
2023
Q4 		$36K Buy
+36,072
New +$354K ﹤0.01% 1974
2021
Q2 		– Sell
-11,441
Closed -$168K – 1682
2021
Q1 		$168K Buy
+11,441
New +$169K ﹤0.01% 1510

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Mercer Global Advisors's BTZ Position: Q4 2025 in Review

Mercer Global Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2025, closing a stake of 11,449 shares — an estimated $127K sold.

Mercer Global Advisors first reported a position in BTZ in Q1 2021 and held it in 5 quarters. The position peaked at $168K in Q1 2021. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2025.

  • Mercer Global Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 11,449 BlackRock Credit Allocation Income Trust shares in Q4 2025, an estimated $127K.
  • Mercer Global Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q1 2021 and held it in 5 quarters.
  • Mercer Global Advisors's BlackRock Credit Allocation Income Trust position peaked at $168K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.