BlackRock Credit All Inc Trust IV shares owned by UMA Financial Services
Quarter-by-quarter ownership of BlackRock Credit All Inc Trust IV (BTZ) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in BlackRock Credit All Inc Trust IV
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Quarterly reported holdings in BlackRock Credit All Inc Trust IV by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $105k | 10k | 10.46 |
| 2024-09-30 | $132k | 12k | 11.11 |
| 2024-06-30 | $158k | 15k | 10.75 |
| 2024-03-31 | $147k | 15k | 10.01 |
| 2023-12-31 | $156k | 15k | 10.64 |
| 2023-09-30 | $142k | 15k | 9.64 |
| 2023-06-30 | $149k | 15k | 10.17 |
| 2023-03-31 | $133k | 13k | 10.33 |
| 2022-12-31 | $142k | 13k | 11.08 |
| 2022-09-30 | $129k | 13k | 10.05 |
| 2022-06-30 | $147k | 13k | 11.45 |
| 2022-03-31 | $181k | 16k | 11.59 |
| 2021-12-31 | $224k | 16k | 14.35 |
| 2021-09-30 | $235k | 16k | 15.05 |
| 2021-06-30 | $247k | 16k | 15.82 |
| 2021-03-31 | $229k | 16k | 14.67 |
| 2020-12-31 | $233k | 16k | 14.93 |
| 2020-09-30 | $217k | 16k | 13.90 |
| 2020-06-30 | $225k | 16k | 14.41 |
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