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 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 $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Accredited Investor Services's BTZ Position: Q1 2026 in Review

Accredited Investor Services reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 9.1% in Q1 2026, selling an estimated $12K and leaving 11,501 shares worth $116K. The position accounts for 0.07% of the portfolio, ranked #70.

Accredited Investor Services first reported a position in BTZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $159K in Q1 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

Accredited Investor Services held 11,501 shares of BlackRock Credit Allocation Income Trust worth $116K as of Q1 2026.
Accredited Investor Services sold 1,148 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $12K.
BlackRock Credit Allocation Income Trust made up 0.07% of Accredited Investor Services's portfolio in Q1 2026, its #70 holding.
Accredited Investor Services first reported a position in BlackRock Credit Allocation Income Trust in Q1 2025 and has held it in 5 quarters since.
Accredited Investor Services's BlackRock Credit Allocation Income Trust position peaked at $159K in Q1 2025.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.