Back to BTZ
Concurrent Investment Advisors, LLC → BTZ
Concurrent Investment Advisors, LLC BTZ Position History
BlackRock Credit Allocation Income Trust • Financial Services
Quarters held
8
Latest value
$280K
Q3 2026
Peak value
$342K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $342K |
| Q4 2025 | $1K |
| Q4 2025 | $337K |
| Q1 2026 | $2K |
| Q1 2026 | $324K |
| Q2 2026 | $2K |
| Q2 2026 | $303K |
| Q3 2026 | $280K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $280K | 30.1K | — | — |
| Q2 2026 | $303K | 29.7K | — | — |
| Q2 2026 | $2K | 182 | — | — |
| Q1 2026 | $324K | 32.1K | — | — |
| Q1 2026 | $2K | 182 | — | — |
| Q4 2025 | $337K | 31.1K | — | — |
| Q4 2025 | $1K | 94 | — | — |
| Q3 2025 | $342K | 31.0K | — | — |