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WealthShield Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

WealthShield Partners’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 		– Sell
-41,099
Closed -$415K – 412
2026
Q1 		$415K Sell
41,099
-8,260
-17% -$86.6K 0.05% 260
2025
Q4 		$535K Sell
49,359
-954
-2% -$10.4K 0.06% 237
2025
Q3 		$556K Sell
50,313
-624
-1% -$6.86K 0.06% 228
2025
Q2 		$556K Sell
50,937
-6,500
-11% -$68.4K 0.07% 225
2025
Q1 		$616K Buy
57,437
+5,734
+11% +$61.4K 0.08% 204
2024
Q4 		$541K Buy
51,703
+357
+0.7% +$3.88K 0.08% 205
2024
Q3 		$579K Sell
51,346
-1,005
-2% -$11K 0.08% 201
2024
Q2 		$561K Buy
52,351
+6,406
+14% +$66.9K 0.09% 197
2024
Q1 		$491K Buy
45,945
+5,365
+13% +$57.6K 0.08% 195
2023
Q4 		$419K Buy
+40,580
New +$398K 0.07% 215
2022
Q3 		– Sell
-11,076
Closed -$121K – 292
2022
Q2 		$121K Buy
+11,076
New +$126K 0.02% 287
2022
Q1 		– Sell
-16,546
Closed -$249K – 338
2021
Q4 		$249K Buy
+16,546
New +$250K 0.04% 252

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

WealthShield Partners's BTZ Position: Q2 2026 in Review

WealthShield Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026, closing a stake of 41,099 shares — an estimated $415K sold.

WealthShield Partners first reported a position in BTZ in Q4 2021 and held it in 12 quarters. The position peaked at $616K in Q1 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • WealthShield Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 41,099 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $415K.
  • WealthShield Partners first reported a position in BlackRock Credit Allocation Income Trust in Q4 2021 and held it in 12 quarters.
  • WealthShield Partners's BlackRock Credit Allocation Income Trust position peaked at $616K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.