Accredited Investor Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Accredited Investor Services’s Portfolio BTZ Stock Details BTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121K	Buy	11,861 +360	+3%	+$3.68K	0.07%	74
2026 Q1	$116K	Sell	11,501 -1,148	-9%	-$12K	0.07%	70
2025 Q4	$137K	Sell	12,649 -796	-6%	-$8.72K	0.09%	69
2025 Q3	$149K	Sell	13,445 -562	-4%	-$6.18K	0.1%	66
2025 Q2	$153K	Sell	14,007 -807	-5%	-$8.49K	0.12%	61
2025 Q1	$159K	Buy	+14,814	New	+$159K	0.13%	61

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Accredited Investor Services's BTZ Position: Q2 2026 in Review

Accredited Investor Services increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 3.1% in Q2 2026, buying an estimated $3.68K and bringing the position to 11,861 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #74.

Accredited Investor Services first reported a position in BTZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $159K in Q1 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Accredited Investor Services held 11,861 shares of BlackRock Credit Allocation Income Trust worth $121K as of Q2 2026.
Accredited Investor Services bought 360 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $3.68K.
BlackRock Credit Allocation Income Trust made up 0.07% of Accredited Investor Services's portfolio in Q2 2026, its #74 holding.
Accredited Investor Services first reported a position in BlackRock Credit Allocation Income Trust in Q1 2025 and has held it in 6 quarters since.
Accredited Investor Services's BlackRock Credit Allocation Income Trust position peaked at $159K in Q1 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.