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Sound View Wealth Advisors Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Sound View Wealth Advisors Group’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 		$106K Hold
10,400
– – 0.01% 436
2026
Q1 		$105K Sell
10,400
-570
-5% -$5.98K 0.01% 419
2025
Q4 		$119K Sell
10,970
-3,000
-21% -$32.9K 0.01% 415
2025
Q3 		$154K Hold
13,970
– – 0.01% 419
2025
Q2 		$153K Hold
13,970
– – 0.01% 420
2025
Q1 		$150K Hold
13,970
– – 0.01% 404
2024
Q4 		$146K Hold
13,970
– – 0.01% 412
2024
Q3 		$158K Sell
13,970
-716
-5% -$7.82K 0.01% 405
2024
Q2 		$157K Sell
14,686
-414
-3% -$4.33K 0.02% 357
2024
Q1 		$161K Hold
15,100
– – 0.02% 368
2023
Q4 		$156K Hold
15,100
– – 0.02% 377
2023
Q3 		$146K Sell
15,100
-2,000
-12% -$20.1K 0.02% 357
2023
Q2 		$174K Sell
17,100
-3,000
-15% -$30.9K 0.02% 355
2023
Q1 		$207K Buy
20,100
+5,000
+33% +$53.3K 0.03% 348
2022
Q4 		$156K Sell
15,100
-4,000
-21% -$40.6K 0.02% 377
2022
Q3 		$182K Hold
19,100
– – 0.04% 260
2022
Q2 		$208K Sell
19,100
-790
-4% -$9.02K 0.04% 268
2022
Q1 		$250K Sell
19,890
-105
-0.5% -$1.39K 0.05% 262
2021
Q4 		$301K Sell
19,995
-280
-1% -$4.23K 0.06% 241
2021
Q3 		$307K Sell
20,275
-298
-1% -$4.62K 0.06% 230
2021
Q2 		$321K Sell
20,573
-392
-2% -$5.86K 0.07% 228
2021
Q1 		$308K Sell
20,965
-1,135
-5% -$16.7K 0.07% 213
2020
Q4 		$325K Buy
22,100
+700
+3% +$10.1K 0.08% 192
2020
Q3 		$304K Sell
21,400
-2,000
-9% -$27.9K 0.08% 186
2020
Q2 		$309K Hold
23,400
– – 0.09% 181
2020
Q1 		$273K Sell
23,400
-1,500
-6% -$20.3K 0.09% 174
2019
Q4 		$348K Hold
24,900
– – 0.1% 171
2019
Q3 		$339K Buy
24,900
+3,000
+14% +$40.3K 0.1% 175
2019
Q2 		$284K Buy
+21,900
New +$278K 0.08% 205

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
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

Sound View Wealth Advisors Group's BTZ Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 10,400 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #436.

Sound View Wealth Advisors Group first reported a position in BTZ in Q2 2019 and has held it in 29 quarters since. The position peaked at $348K in Q4 2019. 154 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Sound View Wealth Advisors Group held 10,400 shares of BlackRock Credit Allocation Income Trust worth $106K as of Q2 2026.
  • Sound View Wealth Advisors Group left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
  • BlackRock Credit Allocation Income Trust made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #436 holding.
  • Sound View Wealth Advisors Group first reported a position in BlackRock Credit Allocation Income Trust in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's BlackRock Credit Allocation Income Trust position peaked at $348K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.