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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

BTZ holding history

BlackRock Credit Allocation Income Trust in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BTZ overviewAll 13F holders of BTZFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of BTZ by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−14,615−100.0%Sold outHolders
Q4 202314,615$150.8K<0.1%00.0%UnchangedHolders
Q3 202314,615$141.5K<0.1%00.0%UnchangedHolders
Q2 202314,615$148.3K<0.1%00.0%UnchangedHolders
Q1 202314,615$150.4K<0.1%00.0%UnchangedHolders
Q4 202214,615$147.6K<0.1%00.0%UnchangedHolders
Q3 202214,615$139.0K<0.1%+14,615NewHolders
Q4 20210$00.0%−14,204−100.0%Sold outHolders
Q3 202114,204$215.0K<0.1%−142,893−91.0%ReducedHolders
Q2 2021157,097$2.45M0.1%−17,946−10.3%ReducedHolders
Q1 2021175,043$2.57M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.