Back to BTZ

Miller Financial Services LLC → BTZ

Miller Financial Services LLC BTZ Position History

BlackRock Credit Allocation Income Trust • Financial Services

Quarters held
5
Latest value
$121K
Q3 2026
Peak value
$144K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$144K
Q4 2025$141K
Q1 2026$131K
Q2 2026$133K
Q3 2026$121K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$121K13.0K——
Q2 2026$133K13.0K——
Q1 2026$131K13.0K——
Q4 2025$141K13.0K——
Q3 2025$144K13.0K——

Other funds holding BTZ

Other Miller Financial Services LLC positions

ETHA

ISHARES TR

$8.2M
PEP

PEPSICO INC

$7M
PEP

PEPSICO INC

$6.9M
ETHA

ISHARES TR

$6.5M
ETHA

ISHARES TR

$5.5M
ETHA

ISHARES TR

$5M
ETHA

ISHARES TR

$4.6M
ETHA

ISHARES TR

$4.6M