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 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

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

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

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 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