Back to BTZ
OAK FAMILY ADVISORS, LLC → BTZ
OAK FAMILY ADVISORS, LLC BTZ Position History
BlackRock Credit Allocation Income Trust • Financial Services
Quarters held
5
Latest value
$102K
Q3 2026
Peak value
$121K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $121K |
| Q4 2025 | $118K |
| Q1 2026 | $110K |
| Q2 2026 | $112K |
| Q3 2026 | $102K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $102K | 10.9K | — | — |
| Q2 2026 | $112K | 10.9K | — | — |
| Q1 2026 | $110K | 10.9K | — | — |
| Q4 2025 | $118K | 10.9K | — | — |
| Q3 2025 | $121K | 10.9K | — | — |
Other funds holding BTZ
Other OAK FAMILY ADVISORS, LLC positions
TSMWF
$21.4MTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
TSMWF
$20.4MTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
TSMWF
$17.7MTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
TSMWF
$17.3MTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
TSMWF
$16.7MTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
NONOF
$15.4MNOVO-NORDISK A S ADR
BA-PA
$14.5MBOEING CO COM
GOOGN
$14.3MALPHABET INC CAP STK CL A