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MGB Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

MGB Wealth Management’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 		$315K Hold
29,079
– – 0.09% 172
2025
Q3 		$321K Sell
29,079
-9,345
-24% -$103K 0.09% 170
2025
Q2 		$420K Buy
+38,424
New +$404K 0.14% 140

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
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

MGB Wealth Management's BTZ Position: Q4 2025 in Review

MGB Wealth Management held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q4 2025 at 29,079 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #172.

MGB Wealth Management first reported a position in BTZ in Q2 2025 and has held it in 3 quarters since. The position peaked at $420K in Q2 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2025.

  • MGB Wealth Management held 29,079 shares of BlackRock Credit Allocation Income Trust worth $315K as of Q4 2025.
  • MGB Wealth Management left its BlackRock Credit Allocation Income Trust share count unchanged in Q4 2025.
  • BlackRock Credit Allocation Income Trust made up 0.09% of MGB Wealth Management's portfolio in Q4 2025, its #172 holding.
  • MGB Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q2 2025 and has held it in 3 quarters since.
  • MGB Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $420K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.