Noble Wealth Management PBC’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Noble Wealth Management PBC’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	$349K	Sell	37,533 -15,000	-29%	-$150K	0.16%	124
2026 Q2	$537K	Buy	52,533 +18,500	+54%	+$189K	0.24%	100
2026 Q1	$344K	Buy	34,033 +27,592	+428%	+$289K	0.17%	113
2025 Q4	$69.8K	Hold	6,441	–	–	0.04%	224
2025 Q3	$71.2K	Buy	+6,441	New	+$70.8K	0.04%	208
2025 Q1	$112K	Hold	10,474	–	–	0.08%	161
2024 Q4	$110K	Buy	+10,474	New	+$114K	0.08%	150

Other funds holding BTZ

FCM

Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Noble Wealth Management PBC's BTZ Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 29% in Q3 2026, selling an estimated $150K and leaving 37,533 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #124.

Noble Wealth Management PBC first reported a position in BTZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $537K in Q2 2026. 8 funds tracked by Wall St. Rank hold BTZ as of Q3 2026.

Noble Wealth Management PBC held 37,533 shares of BlackRock Credit Allocation Income Trust worth $349K as of Q3 2026.
Noble Wealth Management PBC sold 15,000 BlackRock Credit Allocation Income Trust shares in Q3 2026, an estimated $150K.
BlackRock Credit Allocation Income Trust made up 0.16% of Noble Wealth Management PBC's portfolio in Q3 2026, its #124 holding.
Noble Wealth Management PBC first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's BlackRock Credit Allocation Income Trust position peaked at $537K in Q2 2026.
8 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.