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

Mueller Wealth’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 		$221K Buy
21,662
+1,419
+7% +$14.5K 0.15% 17
2026
Q1 		$204K Buy
20,243
+6,047
+43% +$63.4K 0.16% 16
2025
Q4 		$154K Buy
+14,196
New +$156K 0.13% 15

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
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

Mueller Wealth's BTZ Position: Q2 2026 in Review

Mueller Wealth increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 7% in Q2 2026, buying an estimated $14.5K and bringing the position to 21,662 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #17.

Mueller Wealth first reported a position in BTZ in Q4 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Mueller Wealth held 21,662 shares of BlackRock Credit Allocation Income Trust worth $221K as of Q2 2026.
  • Mueller Wealth bought 1,419 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $14.5K.
  • BlackRock Credit Allocation Income Trust made up 0.15% of Mueller Wealth's portfolio in Q2 2026, its #17 holding.
  • Mueller Wealth first reported a position in BlackRock Credit Allocation Income Trust in Q4 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Mueller Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.