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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

MRA Advisory Group's BTZ Position: Q2 2026 in Review

MRA Advisory Group increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 1.2% in Q2 2026, buying an estimated $1.54K and bringing the position to 13,238 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #149.

MRA Advisory Group first reported a position in BTZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $142K in Q3 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

MRA Advisory Group held 13,238 shares of BlackRock Credit Allocation Income Trust worth $135K as of Q2 2026.
MRA Advisory Group bought 151 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $1.54K.
BlackRock Credit Allocation Income Trust made up 0.05% of MRA Advisory Group's portfolio in Q2 2026, its #149 holding.
MRA Advisory Group first reported a position in BlackRock Credit Allocation Income Trust in Q1 2024 and has held it in 10 quarters since.
MRA Advisory Group's BlackRock Credit Allocation Income Trust position peaked at $142K in Q3 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.