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BlackRock Credit All Inc Trust IV shares owned by Caldwell Trust

Quarter-by-quarter ownership of BlackRock Credit All Inc Trust IV (BTZ) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in BlackRock Credit All Inc Trust IV

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Credit All Inc Trust IV held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Credit All Inc Trust IV by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 1.0k 10.83

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Nextera Energy (NEE)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding BlackRock Credit All Inc Trust IV

Sit Investment Associates
Guggenheim Capital, LLC Managers
Raymond James Financial
Wells Fargo & Company
LPL Financial
Invesco
Royal Bank of Canada
Capital Investment Advisors
UBS Group
Sowell Financial Services
Penserra Capital Management
Allspring Global Investments Holdings
Cohen & Steers Capital Management
Steward Partners Investment Advisory
Smith Asset Management

View all funds holding BlackRock Credit All Inc Trust IV