CWM, LLC
- SEC CIK
- 0001535847
- Latest filing
- May 14, 2026
BTZ holding history
BlackRock Credit Allocation Income Trust in every 13F filed by CWM, LLC, 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 Q1 2026 holdings
- Shares (Q1 2026)
- 611
- Value
- $6.17K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 611 | $6.17K | <0.1% | −2,219−78.4% | Reduced | Holders |
| Q4 2025 | 2,830 | $31.0K | <0.1% | +411+17.0% | Added | Holders |
| Q3 2025 | 2,419 | $27.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 2,419 | $26.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 2,419 | $26.0K | <0.1% | −2,855−54.1% | Reduced | Holders |
| Q4 2024 | 5,274 | $55.0K | <0.1% | +2,855+118.0% | Added | Holders |
| Q3 2024 | 2,419 | $27.0K | <0.1% | +1,057+77.6% | Added | Holders |
| Q2 2024 | 1,362 | $15.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,362 | $15.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,362 | $14.0K | <0.1% | +1,362 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −4,000−100.0% | Sold out | Holders |
| Q1 2023 | 4,000 | $41.0K | <0.1% | +4,000 | New | Holders |