WA
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Waverly Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Waverly Advisors’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$249K Sell
22,845
-650
-3% -$7.1K ﹤0.01% 1042
2025
Q1 		$252K Sell
23,495
-100
-0.4% -$1.07K ﹤0.01% 988
2024
Q4 		$247K Buy
+23,595
New +$247K ﹤0.01% 878