Northwestern Mutual Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $797K | Buy |
77,972
+563
| +0.7% | +$5.75K | ﹤0.01% | 1495 |
|
|
2026
Q1 | $782K | Sell |
77,409
-205
| -0.3% | -$2.15K | ﹤0.01% | 1421 |
|
|
2025
Q4 | $841K | Buy |
77,614
+1,610
| +2% | +$17.6K | ﹤0.01% | 1342 |
|
|
2025
Q3 | $840K | Buy |
76,004
+357
| +0.5% | +$3.93K | ﹤0.01% | 1290 |
|
|
2025
Q2 | $826K | Buy |
75,647
+361
| +0.5% | +$3.8K | ﹤0.01% | 1215 |
|
|
2025
Q1 | $807K | Sell |
75,286
-8,790
| -10% | -$94.1K | ﹤0.01% | 1176 |
|
|
2024
Q4 | $879K | Sell |
84,076
-2,275
| -3% | -$24.8K | ﹤0.01% | 1112 |
|
|
2024
Q3 | $974K | Sell |
86,351
-443
| -0.5% | -$4.84K | ﹤0.01% | 1073 |
|
|
2024
Q2 | $930K | Sell |
86,794
-540
| -0.6% | -$5.64K | ﹤0.01% | 1049 |
|
|
2024
Q1 | $934K | Buy |
87,334
+6,671
| +8% | +$71.7K | ﹤0.01% | 1028 |
|
|
2023
Q4 | $832K | Sell |
80,663
-810
| -1% | -$7.94K | ﹤0.01% | 1036 |
|
|
2023
Q3 | $789K | Sell |
81,473
-1,738
| -2% | -$17.4K | ﹤0.01% | 1022 |
|
|
2023
Q2 | $845K | Buy |
83,211
+2,691
| +3% | +$27.7K | ﹤0.01% | 992 |
|
|
2023
Q1 | $829K | Sell |
80,520
-10,589
| -12% | -$113K | ﹤0.01% | 955 |
|
|
2022
Q4 | $920K | Sell |
91,109
-181,261
| -67% | -$1.84M | ﹤0.01% | 898 |
|
|
2022
Q3 | $2.6M | Buy |
272,370
+6,250
| +2% | +$68.6K | ﹤0.01% | 553 |
|
|
2022
Q2 | $2.9M | Buy |
266,120
+36,156
| +16% | +$413K | 0.01% | 536 |
|
|
2022
Q1 | $2.89M | Sell |
229,964
-4,157
| -2% | -$54.9K | ﹤0.01% | 549 |
|
|
2021
Q4 | $3.52M | Buy |
234,121
+20,971
| +10% | +$317K | 0.01% | 482 |
|
|
2021
Q3 | $3.23M | Buy |
213,150
+3,594
| +2% | +$55.8K | 0.01% | 463 |
|
|
2021
Q2 | $3.27M | Buy |
209,556
+2,313
| +1% | +$34.6K | 0.01% | 453 |
|
|
2021
Q1 | $3.04M | Sell |
207,243
-25,564
| -11% | -$377K | 0.01% | 430 |
|
|
2020
Q4 | $3.42M | Buy |
232,807
+12,072
| +5% | +$174K | 0.01% | 381 |
|
|
2020
Q3 | $3.14M | Buy |
220,735
+15,295
| +7% | +$213K | 0.01% | 359 |
|
|
2020
Q2 | $2.71M | Buy |
205,440
+2,219
| +1% | +$29.2K | 0.01% | 357 |
|
|
2020
Q1 | $2.37M | Sell |
203,221
-50,840
| -20% | -$687K | 0.01% | 332 |
|
|
2019
Q4 | $3.55M | Buy |
254,061
+7,571
| +3% | +$103K | 0.01% | 307 |
|
|
2019
Q3 | $3.36M | Sell |
246,490
-4,991
| -2% | -$67.1K | 0.01% | 308 |
|
|
2019
Q2 | $3.26M | Sell |
251,481
-9,032
| -3% | -$115K | 0.01% | 307 |
|
|
2019
Q1 | $3.23M | Buy |
260,513
+4,609
| +2% | +$55.2K | 0.01% | 294 |
|
|
2018
Q4 | $2.86M | Buy |
255,904
+26,406
| +12% | +$309K | 0.01% | 297 |
|
|
2018
Q3 | $2.81M | Buy |
229,498
+54,175
| +31% | +$664K | 0.01% | 274 |
|
|
2018
Q2 | $2.12M | Sell |
175,323
-216
| -0.1% | -$2.68K | 0.01% | 301 |
|
|
2018
Q1 | $2.22M | Buy |
175,539
+10,360
| +6% | +$133K | 0.01% | 282 |
|
|
2017
Q4 | $2.2M | Buy |
165,179
+31,263
| +23% | +$417K | 0.01% | 270 |
|
|
2017
Q3 | $1.82M | Sell |
133,916
-54,246
| -29% | -$729K | 0.01% | 275 |
|
|
2017
Q2 | $2.53M | Buy |
188,162
+54,246
| +41% | +$725K | 0.02% | 241 |
|
|
2017
Q1 | $1.76M | Buy |
133,916
+75,389
| +129% | +$980K | 0.02% | 262 |
|
|
2016
Q4 | $759K | Buy |
58,527
+3,707
| +7% | +$47.1K | 0.01% | 371 |
|
|
2016
Q3 | $732K | Buy |
54,820
+54,520
| +18,173% | +$726K | 0.01% | 366 |
|
|
2016
Q2 | $4K | Buy |
+300
| New | +$3.82K | ﹤0.01% | 1633 |
|
|
2013
Q4 | – | Sell |
-149
| Closed | -$2K | – | 1385 |
|
|
2013
Q3 | $2K | Buy |
+149
| New | +$1.88K | ﹤0.01% | 1169 |
|
Other funds holding BTZ
SIA
GC
SFS
Northwestern Mutual Wealth Management's BTZ Position: Q2 2026 in Review
Northwestern Mutual Wealth Management increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.73% in Q2 2026, buying an estimated $5.75K and bringing the position to 77,972 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.
Northwestern Mutual Wealth Management first reported a position in BTZ in Q3 2013 and has held it in 42 quarters since. The position peaked at $3.55M in Q4 2019. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.
- Northwestern Mutual Wealth Management held 77,972 shares of BlackRock Credit Allocation Income Trust worth $797K as of Q2 2026.
- Northwestern Mutual Wealth Management bought 563 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $5.75K.
- BlackRock Credit Allocation Income Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1495 holding.
- Northwestern Mutual Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q3 2013 and has held it in 42 quarters since.
- Northwestern Mutual Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $3.55M in Q4 2019.
- 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.