Spire 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 Q1	$2.86K	Sell	283 -1	-0.4%	-$10	﹤0.01%	1967
2025 Q4	$3.07K	Sell	284 -635	-69%	-$6.96K	﹤0.01%	2006
2025 Q3	$10.2K	Buy	919 +636	+225%	+$6.99K	﹤0.01%	1743
2025 Q2	$3.09K	Hold	283	–	–	﹤0.01%	2079
2025 Q1	$3.03K	Hold	283	–	–	﹤0.01%	2187
2024 Q4	$2.96K	Hold	283	–	–	﹤0.01%	2162
2024 Q3	$3.19K	Hold	283	–	–	﹤0.01%	1914
2024 Q2	$3.03K	Hold	283	–	–	﹤0.01%	1930
2024 Q1	$3.02K	Hold	283	–	–	﹤0.01%	2023
2023 Q4	$3.01K	Hold	283	–	–	﹤0.01%	2066
2023 Q3	$2.74K	Hold	283	–	–	﹤0.01%	2067
2023 Q2	$2.87K	Hold	283	–	–	﹤0.01%	2134
2023 Q1	$2.91K	Hold	283	–	–	﹤0.01%	2173
2022 Q4	$3K	Hold	283	–	–	﹤0.01%	1947
2022 Q3	$3K	Hold	283	–	–	﹤0.01%	1849
2022 Q2	$3K	Hold	283	–	–	﹤0.01%	2247
2022 Q1	$4K	Hold	283	–	–	﹤0.01%	2268
2021 Q4	$4K	Hold	283	–	–	﹤0.01%	2608
2021 Q3	$4K	Hold	283	–	–	﹤0.01%	2320
2021 Q2	$4K	Hold	283	–	–	﹤0.01%	2347
2021 Q1	$4K	Buy	+283	New	+$4.17K	﹤0.01%	2675