Axiom Investment Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Axiom Investment Management’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	$10.2K	Sell	999 -173	-15%	-$1.77K	0.01%	362
2026 Q1	$11.8K	Buy	+1,172	New	+$12.3K	0.01%	310

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

Axiom Investment Management's BTZ Position: Q2 2026 in Review

Axiom Investment Management reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 15% in Q2 2026, selling an estimated $1.77K and leaving 999 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #362.

Axiom Investment Management first reported a position in BTZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.8K in Q1 2026. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Axiom Investment Management held 999 shares of BlackRock Credit Allocation Income Trust worth $10.2K as of Q2 2026.
Axiom Investment Management sold 173 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $1.77K.
BlackRock Credit Allocation Income Trust made up 0.01% of Axiom Investment Management's portfolio in Q2 2026, its #362 holding.
Axiom Investment Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2026 and has held it in 2 quarters since.
Axiom Investment Management's BlackRock Credit Allocation Income Trust position peaked at $11.8K in Q1 2026.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.