UCB
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United Community Bank’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

United Community Bank’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
2023
Q1 		– Sell
-1,500
Closed -$15.2K – 232
2022
Q4 		$15.2K Buy
+1,500
New +$15.2K 0.01% 224

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Invesco
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UBS Group
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Community Bank's BTZ Position: Q1 2023 in Review

United Community Bank sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2023, closing a stake of 1,500 shares — an estimated $15.2K sold.

United Community Bank first reported a position in BTZ in Q4 2022 and held it in 1 quarter. The position peaked at $15.2K in Q4 2022. 136 funds tracked by Wall St. Rank hold BTZ as of Q1 2023.

  • United Community Bank reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2023 after selling out during the quarter.
  • United Community Bank sold 1,500 BlackRock Credit Allocation Income Trust shares in Q1 2023, an estimated $15.2K.
  • United Community Bank first reported a position in BlackRock Credit Allocation Income Trust in Q4 2022 and held it in 1 quarter.
  • United Community Bank's BlackRock Credit Allocation Income Trust position peaked at $15.2K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2023.

Based on United Community Bank's 13F filing for Q1 2023, filed 13 Feb 2024.