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

SHP Wealth Management’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	$107K	Buy	+10,477	New	+$107K	0.01%	405

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

SHP Wealth Management's BTZ Position: Q2 2026 in Review

SHP Wealth Management opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026: 10,477 shares worth $107K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings.

154 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

SHP Wealth Management held 10,477 shares of BlackRock Credit Allocation Income Trust worth $107K as of Q2 2026.
BlackRock Credit Allocation Income Trust was a new SHP Wealth Management position in Q2 2026.
BlackRock Credit Allocation Income Trust made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #405 holding.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.