Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- Latest filing
- Nov 14, 2025
BTZ holding history
BlackRock Credit Allocation Income Trust in every 13F filed by Wetherby Asset Management Inc, 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 Q3 2025 holdings
- Shares (Q3 2025)
- 15,125
- Value
- $167.1K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 15,125 | $167.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 15,125 | $165.2K | <0.1% | – | No prior filing | Holders |
| Q1 2025 | – | – | – | – | Not filed | Holders |
| Q4 2024 | 15,125 | $158.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 15,125 | $170.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 15,125 | $162.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 15,125 | $161.7K | <0.1% | +15,125 | New | Holders |