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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
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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return