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Wealthspire Advisors (New York)’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-14
Closed -$155 – 1292
2025
Q3 		$155 Buy
+14
New +$154 ﹤0.01% 2969

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Wealthspire Advisors (New York)'s BTZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2025, closing a stake of 14 shares — an estimated $155 sold.

Wealthspire Advisors (New York) first reported a position in BTZ in Q3 2025 and held it in 1 quarter. The position peaked at $155 in Q3 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 14 BlackRock Credit Allocation Income Trust shares in Q4 2025, an estimated $155.
  • Wealthspire Advisors (New York) first reported a position in BlackRock Credit Allocation Income Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s BlackRock Credit Allocation Income Trust position peaked at $155 in Q3 2025.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.