EP Wealth Advisors »

BlackRock Credit All Inc Trust IV shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BlackRock Credit All Inc Trust IV by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 108k 10.46
2024-09-30 $1.3M 117k 11.28
2024-06-30 $1.3M 119k 10.71
2024-03-31 $1.3M 126k 10.69
2023-12-31 $1.4M 133k 10.32
2023-09-30 $1.3M 138k 9.68
2023-06-30 $1.4M 10k 144.43

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for EP Wealth Advisors

Top funds holding BlackRock Credit All Inc Trust IV

Sit Investment Associates
Morgan Stanley
Bank of America Corporation
Allspring Global Investments Holdings
Guggenheim Capital, LLC Managers
Raymond James Financial
Invesco
Wells Fargo & Company
Raymond James Financial Services Advisors
Capital Investment Advisors
Royal Bank of Canada
LPL Financial
Sowell Financial Services
Karpus Investment Management
UBS Group

View all funds holding BlackRock Credit All Inc Trust IV