WealthShield Partners, LLC
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 1729303
CARY, NC
Position in BTZ
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$415,099
-$119,458 QoQ
Shares Held
41,099
-16.7% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WealthShield Partners, LLC holds $3,059,003 across 9 Asset Management names. BTZ ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASGI |
abrdn Global Infrastructure Income Fund
|
42,746 | $955,800 | |
| 2 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
44,449 | $560,501 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
This page
|
41,099 | $415,099 | |
| 4 | RMT |
Royce Micro-Cap Trust, Inc.
|
34,455 | $389,686 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
6,093 | $290,757 | |
| 6 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
9,196 | $245,257 | |
| 7 | USA |
Liberty All Star Equity Fund
|
16,454 | $91,319 | |
| 8 | BGY |
BlackRock Enhanced International Dividend Trust
|
12,583 | $68,074 |
All Filings in BTZ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,099 | 41,099 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $534,557 | 49,359 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $555,958 | 50,313 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $556,232 | 50,937 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $615,724 | 57,437 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $540,813 | 51,703 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $579,182 | 51,346 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $560,679 | 52,351 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $491,152 | 45,945 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $418,785 | 40,580 | Shares | Sole | 2024-01-23 | |
| 2022-06-30 | $120,617 | 11,076 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $249,017 | 16,546 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||