INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 867926
ATLANTA, GA
Position in BTZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$137,970
+$1,620 QoQ
Shares Held
13,500
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#34
of 55 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds $5,281,104 across 9 Asset Management names. BTZ ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,856 | $2,571,795 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
30,000 | $566,100 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
69,250 | $545,690 | |
| 4 | CRBG |
Corebridge Financial, Inc.
|
16,800 | $480,984 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
8,073 | $324,776 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
10,000 | $301,700 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
19,192 | $225,314 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
This page
|
13,500 | $137,970 |
All Filings in BTZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,970 | 13,500 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $136,350 | 13,500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $146,205 | 13,500 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $149,175 | 13,500 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $147,420 | 13,500 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $144,720 | 13,500 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $141,210 | 13,500 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $152,280 | 13,500 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $144,585 | 13,500 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $144,315 | 13,500 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $165,120 | 16,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $130,680 | 13,500 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $137,025 | 13,500 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $138,915 | 13,500 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $136,350 | 13,500 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $128,790 | 13,500 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $168,795 | 15,500 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $194,680 | 15,500 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $233,275 | 15,500 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $234,825 | 15,500 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $241,645 | 15,500 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $227,540 | 15,500 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $169,165 | 11,500 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $220,410 | 15,500 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $204,600 | 15,500 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $180,730 | 15,500 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||