Newbridge Financial Services Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Newbridge Financial Services 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
2025 Q4	–	Sell	-7,830	Closed	-$86.5K	–	1228
2025 Q3	$86.5K	Hold	7,830	–	–	0.01%	410
2025 Q2	$85.5K	Buy	+7,830	New	+$82.4K	0.01%	404
2021 Q3	–	Sell	-184	Closed	-$3K	–	1405
2021 Q2	$3K	Buy	184 +13	+8%	+$194	﹤0.01%	1203
2021 Q1	$3K	Hold	171	–	–	﹤0.01%	1107
2020 Q4	$3K	Hold	171	–	–	﹤0.01%	909
2020 Q3	$2K	Buy	+171	New	+$2.38K	﹤0.01%	908

Other funds holding BTZ

SIA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Newbridge Financial Services Group's BTZ Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2025, closing a stake of 7,830 shares — an estimated $86.5K sold.

Newbridge Financial Services Group first reported a position in BTZ in Q3 2020 and held it in 6 quarters. The position peaked at $86.5K in Q3 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2025.

Newbridge Financial Services Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 7,830 BlackRock Credit Allocation Income Trust shares in Q4 2025, an estimated $86.5K.
Newbridge Financial Services Group first reported a position in BlackRock Credit Allocation Income Trust in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's BlackRock Credit Allocation Income Trust position peaked at $86.5K in Q3 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.