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Capital Investment Advisors, LLC → BTZ
Capital Investment Advisors, LLC BTZ Position History
BlackRock Credit Allocation Income Trust • Financial Services
Quarters held
4
Latest value
$5.8M
Q3 2026
Peak value
$9.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.1M |
| Q1 2026 | $7.4M |
| Q2 2026 | $6.8M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 621.0K | — | — |
| Q2 2026 | $6.8M | 668.7K | — | — |
| Q1 2026 | $7.4M | 729.3K | — | — |
| Q4 2025 | $9.1M | 844.2K | — | — |