World Investment Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

World Investment Advisors’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	$126K	Hold	12,444	–	–	﹤0.01%	1488
2026 Q1	$126K	Sell	12,444 -19,670	-61%	-$206K	﹤0.01%	1520
2025 Q4	$348K	Sell	32,114 -3,940	-11%	-$43.2K	0.01%	1110
2025 Q3	$398K	Buy	+36,054	New	+$396K	0.01%	882

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

World Investment Advisors's BTZ Position: Q2 2026 in Review

World Investment Advisors held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 12,444 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

World Investment Advisors first reported a position in BTZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $398K in Q3 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

World Investment Advisors held 12,444 shares of BlackRock Credit Allocation Income Trust worth $126K as of Q2 2026.
World Investment Advisors left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1488 holding.
World Investment Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q3 2025 and has held it in 4 quarters since.
World Investment Advisors's BlackRock Credit Allocation Income Trust position peaked at $398K in Q3 2025.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.