Shulman DeMeo Asset Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Shulman DeMeo Asset 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 Q3	$466K	Sell	50,166 -113	-0.2%	-$1.13K	0.09%	74
2026 Q2	$514K	Sell	50,279 -260	-0.5%	-$2.65K	0.1%	72
2026 Q1	$510K	Sell	50,539 -3,465	-6%	-$36.3K	0.11%	68
2025 Q4	$585K	Sell	54,004 -90	-0.2%	-$986	0.13%	57
2025 Q3	$598K	Sell	54,094 -273	-0.5%	-$3K	0.14%	56
2025 Q2	$594K	Sell	54,367 -1,290	-2%	-$13.6K	0.15%	52
2025 Q1	$597K	Sell	55,657 -620	-1%	-$6.63K	0.17%	50
2024 Q4	$589K	Buy	56,277 +11	+0%	+$120	0.16%	49
2024 Q3	$635K	Buy	56,266 +27	+0%	+$295	0.16%	53
2024 Q2	$602K	Sell	56,239 -131	-0.2%	-$1.37K	0.16%	53
2024 Q1	$603K	Sell	56,370 -317	-0.6%	-$3.41K	0.16%	54
2023 Q4	$585K	Hold	56,687	–	–	0.17%	54
2023 Q3	$549K	Sell	56,687 -30	-0.1%	-$301	0.18%	49
2023 Q2	$576K	Sell	56,717 -295	-0.5%	-$3.04K	0.17%	51
2023 Q1	$587K	Sell	57,012 -164	-0.3%	-$1.75K	0.18%	49
2022 Q4	$577K	Sell	57,176 -3,873	-6%	-$39.3K	0.19%	53
2022 Q3	$582K	Sell	61,049 -200	-0.3%	-$2.19K	0.21%	48
2022 Q2	$667K	Sell	61,249 -654	-1%	-$7.46K	0.22%	44
2022 Q1	$777K	Sell	61,903 -1,322	-2%	-$17.4K	0.22%	43
2021 Q4	$952K	Sell	63,225 -136	-0.2%	-$2.06K	0.25%	42
2021 Q3	$960K	Buy	+63,361	New	+$983K	0.83%	23
2021 Q2	–	Sell	-63,786	Closed	-$936K	–	73
2021 Q1	$936K	Sell	63,786 -4,094	-6%	-$60.4K	0.26%	45
2020 Q4	$999K	Sell	67,880 -4,564	-6%	-$65.6K	0.29%	40
2020 Q3	$1.03M	Buy	72,444 +16	+0%	+$223	0.34%	33
2020 Q2	$956K	Sell	72,428 -1,000	-1%	-$13.2K	0.37%	32
2020 Q1	$856K	Sell	73,428 -1,055	-1%	-$14.3K	0.4%	32
2019 Q4	$1.04M	Sell	74,483 -179	-0.2%	-$2.44K	0.36%	33
2019 Q3	$1.02M	Sell	74,662 -203	-0.3%	-$2.73K	0.34%	32
2019 Q2	$971K	Sell	74,865 -31	-0%	-$393	0.36%	33
2019 Q1	$929K	Sell	74,896 -116	-0.2%	-$1.39K	0.35%	31
2018 Q4	$839K	Buy	+75,012	New	+$878K	0.46%	21

Other funds holding BTZ

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

FCM

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

FFA

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

MAG

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

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 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

FPB

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

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

Shulman DeMeo Asset Management's BTZ Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.22% in Q3 2026, selling an estimated $1.13K and leaving 50,166 shares worth $466K. The position accounts for 0.09% of the portfolio, ranked #74.

Shulman DeMeo Asset Management first reported a position in BTZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.04M in Q4 2019. 11 funds tracked by Wall St. Rank hold BTZ as of Q3 2026.

Shulman DeMeo Asset Management held 50,166 shares of BlackRock Credit Allocation Income Trust worth $466K as of Q3 2026.
Shulman DeMeo Asset Management sold 113 BlackRock Credit Allocation Income Trust shares in Q3 2026, an estimated $1.13K.
BlackRock Credit Allocation Income Trust made up 0.09% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #74 holding.
Shulman DeMeo Asset Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2018 and has held it in 31 quarters since.
Shulman DeMeo Asset Management's BlackRock Credit Allocation Income Trust position peaked at $1.04M in Q4 2019.
11 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.