MOS
BTZ icon

MGO One Seven’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

MGO One Seven’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
Q1 		– Sell
-12,204
Closed -$128K – 1099
2024
Q4 		$128K Buy
12,204
+526
+5% +$5.72K ﹤0.01% 1036
2024
Q3 		$132K Buy
11,678
+211
+2% +$2.3K 0.01% 959
2024
Q2 		$123K Sell
11,467
-4,531
-28% -$47.3K 0.01% 934
2024
Q1 		$171K Buy
15,998
+800
+5% +$8.6K 0.01% 859
2023
Q4 		$157K Buy
15,198
+573
+4% +$5.62K 0.01% 852
2023
Q3 		$142K Buy
14,625
+945
+7% +$9.48K 0.01% 780
2023
Q2 		$139K Sell
13,680
-359
-3% -$3.69K 0.01% 744
2023
Q1 		$144K Sell
14,039
-278
-2% -$2.96K 0.01% 811
2022
Q4 		$145K Sell
14,317
-9,938
-41% -$101K 0.01% 686
2022
Q3 		$231 Sell
24,255
-677
-3% -$7.43K 0.01% 614
2022
Q2 		$272K Buy
24,932
+807
+3% +$9.21K 0.04% 489
2022
Q1 		$303K Buy
24,125
+1,328
+6% +$17.5K 0.03% 502
2021
Q4 		$343K Sell
22,797
-137
-0.6% -$2.07K 0.04% 459
2021
Q3 		$349K Buy
22,934
+300
+1% +$4.66K 0.04% 411
2021
Q2 		$353K Buy
22,634
+998
+5% +$14.9K 0.05% 410
2021
Q1 		$317K Buy
21,636
+919
+4% +$13.5K 0.05% 400
2020
Q4 		$305K Sell
20,717
-7,362
-26% -$106K 0.06% 360
2020
Q3 		$399K Buy
28,079
+4,456
+19% +$62.1K 0.09% 282
2020
Q2 		$312K Buy
23,623
+6,486
+38% +$85.5K 0.08% 323
2020
Q1 		$199K Sell
17,137
-2,510
-13% -$33.9K 0.07% 355
2019
Q4 		$274K Buy
+19,647
New +$268K 0.07% 341
2019
Q3 		– Sell
-17,017
Closed -$220K – 440
2019
Q2 		$220K Buy
17,017
+192
+1% +$2.44K 0.07% 349
2019
Q1 		$208K Buy
16,825
+490
+3% +$5.87K 0.07% 368
2018
Q4 		$182K Sell
16,335
-125
-0.8% -$1.46K 0.08% 288
2018
Q3 		$201K Buy
+16,460
New +$202K 0.09% 321
2018
Q1 		$203K Buy
16,012
+482
+3% +$6.19K 0.09% 264
2017
Q4 		$207K Buy
+15,530
New +$207K 0.1% 248

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGO One Seven's BTZ Position: Q1 2025 in Review

MGO One Seven sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2025, closing a stake of 12,204 shares — an estimated $128K sold.

MGO One Seven first reported a position in BTZ in Q4 2017 and held it in 27 quarters. The position peaked at $399K in Q3 2020. 145 funds tracked by Wall St. Rank hold BTZ as of Q1 2025.

  • MGO One Seven reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2025 after selling out during the quarter.
  • MGO One Seven sold 12,204 BlackRock Credit Allocation Income Trust shares in Q1 2025, an estimated $128K.
  • MGO One Seven first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and held it in 27 quarters.
  • MGO One Seven's BlackRock Credit Allocation Income Trust position peaked at $399K in Q3 2020.
  • 145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2025.

Based on MGO One Seven's 13F filing for Q1 2025, filed 8 May 2025.