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

Physician Wealth Advisors’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	$102K	Hold	10,000	–	–	0.01%	309
2026 Q1	$101K	Hold	10,000	–	–	0.01%	279
2025 Q4	$108K	Hold	10,000	–	–	0.02%	260
2025 Q3	$111K	Hold	10,000	–	–	0.02%	262
2025 Q2	$109K	Hold	10,000	–	–	0.02%	252
2025 Q1	$107K	Hold	10,000	–	–	0.02%	244
2024 Q4	$105K	Sell	10,000 -1,845	-16%	-$20.1K	0.02%	245
2024 Q3	$132K	Sell	11,845 -2,839	-19%	-$31K	0.02%	182
2024 Q2	$158K	Hold	14,684	–	–	0.03%	180
2024 Q1	$147K	Hold	14,684	–	–	0.03%	175
2023 Q4	$156K	Hold	14,684	–	–	0.03%	166
2023 Q3	$142K	Hold	14,684	–	–	0.04%	147
2023 Q2	$149K	Buy	14,684 +1,845	+14%	+$19K	0.04%	148
2023 Q1	$133K	Hold	12,839	–	–	0.03%	150
2022 Q4	$142K	Hold	12,839	–	–	0.04%	148
2022 Q3	$129K	Hold	12,839	–	–	0.04%	144
2022 Q2	$147K	Sell	12,839 -2,772	-18%	-$31.6K	0.04%	148
2022 Q1	$181K	Hold	15,611	–	–	0.05%	155
2021 Q4	$224K	Hold	15,611	–	–	0.06%	149
2021 Q3	$235K	Hold	15,611	–	–	0.06%	142
2021 Q2	$247K	Hold	15,611	–	–	0.07%	129
2021 Q1	$229K	Hold	15,611	–	–	0.07%	129
2020 Q4	$233K	Hold	15,611	–	–	0.08%	127
2020 Q3	$217K	Hold	15,611	–	–	0.09%	121
2020 Q2	$225K	Buy	+15,611	New	+$206K	0.09%	121

Other funds holding BTZ

SIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Physician Wealth Advisors's BTZ Position: Q2 2026 in Review

Physician Wealth Advisors held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 10,000 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #309.

Physician Wealth Advisors first reported a position in BTZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $247K in Q2 2021. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Physician Wealth Advisors held 10,000 shares of BlackRock Credit Allocation Income Trust worth $102K as of Q2 2026.
Physician Wealth Advisors left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
BlackRock Credit Allocation Income Trust made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #309 holding.
Physician Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2020 and has held it in 25 quarters since.
Physician Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $247K in Q2 2021.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.