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 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

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return