MRA Advisory Group
BTZ icon

MRA Advisory Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

MRA Advisory 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
Q3 		$124K Buy
13,317
+79
+0.6% +$789 0.05% 145
2026
Q2 		$135K Buy
13,238
+151
+1% +$1.54K 0.05% 149
2026
Q1 		$132K Buy
13,087
+147
+1% +$1.54K 0.05% 131
2025
Q4 		$140K Buy
12,940
+134
+1% +$1.47K 0.06% 126
2025
Q3 		$142K Buy
12,806
+1,044
+9% +$11.5K 0.06% 130
2025
Q2 		$128K Buy
11,762
+111
+1% +$1.17K 0.06% 129
2025
Q1 		$125K Buy
11,651
+41
+0.4% +$439 0.07% 123
2024
Q4 		$121K Buy
11,610
+41
+0.4% +$446 0.06% 116
2024
Q3 		$130K Buy
11,569
+39
+0.3% +$426 0.07% 112
2024
Q2 		$123K Buy
11,530
+86
+0.8% +$898 0.07% 104
2024
Q1 		$122K Buy
+11,444
New +$123K 0.07% 98

Other funds holding BTZ

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Edgemoor Investment Advisors
Edgemoor Investment Advisors Bethesda, Maryland $1.43B AUM 24.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

MRA Advisory Group's BTZ Position: Q3 2026 in Review

MRA Advisory Group increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.6% in Q3 2026, buying an estimated $789 and bringing the position to 13,317 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #145.

MRA Advisory Group first reported a position in BTZ in Q1 2024 and has held it in 11 quarters since. The position peaked at $142K in Q3 2025. 89 funds tracked by Wall St. Rank hold BTZ as of Q3 2026.

  • MRA Advisory Group held 13,317 shares of BlackRock Credit Allocation Income Trust worth $124K as of Q3 2026.
  • MRA Advisory Group bought 79 BlackRock Credit Allocation Income Trust shares in Q3 2026, an estimated $789.
  • BlackRock Credit Allocation Income Trust made up 0.05% of MRA Advisory Group's portfolio in Q3 2026, its #145 holding.
  • MRA Advisory Group first reported a position in BlackRock Credit Allocation Income Trust in Q1 2024 and has held it in 11 quarters since.
  • MRA Advisory Group's BlackRock Credit Allocation Income Trust position peaked at $142K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.