Baird Financial Group
BTZ icon

Baird Financial Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Baird Financial Group’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
2025
Q1 		– Sell
-11,080
Closed -$116K – 1759
2024
Q4 		$116K Buy
+11,080
New +$121K ﹤0.01% 1710
2022
Q4 		– Sell
-26,897
Closed -$257K – 1688
2022
Q3 		$257K Sell
26,897
-28,350
-51% -$311K ﹤0.01% 1512
2022
Q2 		$602K Buy
55,247
+4,697
+9% +$53.6K ﹤0.01% 1271
2022
Q1 		$635K Buy
50,550
+11,350
+29% +$150K ﹤0.01% 1321
2021
Q4 		$590K Buy
39,200
+20,300
+107% +$307K ﹤0.01% 1409
2021
Q3 		$286K Buy
18,900
+2,250
+14% +$34.9K ﹤0.01% 1688
2021
Q2 		$260K Sell
16,650
-3,600
-18% -$53.8K ﹤0.01% 1610
2021
Q1 		$297K Buy
20,250
+3,100
+18% +$45.7K ﹤0.01% 1525
2020
Q4 		$252K Buy
17,150
+5,500
+47% +$79.1K ﹤0.01% 1426
2020
Q3 		$166K Buy
+11,650
New +$162K ﹤0.01% 1422
2019
Q1 		– Sell
-51,450
Closed -$575K – 1287
2018
Q4 		$575K Buy
51,450
+904
+2% +$10.6K ﹤0.01% 948
2018
Q3 		$625K Buy
50,546
+718
+1% +$8.8K ﹤0.01% 979
2018
Q2 		$602K Sell
49,828
-7,069
-12% -$87.7K ﹤0.01% 958
2018
Q1 		$721K Buy
56,897
+27,850
+96% +$358K 0.01% 911
2017
Q4 		$387K Buy
+29,047
New +$388K ﹤0.01% 1076

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group's BTZ Position: Q1 2025 in Review

Baird Financial Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2025, closing a stake of 11,080 shares — an estimated $116K sold.

Baird Financial Group first reported a position in BTZ in Q4 2017 and held it in 15 quarters. The position peaked at $721K in Q1 2018. 145 funds tracked by Wall St. Rank hold BTZ as of Q1 2025.

  • Baird Financial Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 11,080 BlackRock Credit Allocation Income Trust shares in Q1 2025, an estimated $116K.
  • Baird Financial Group first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and held it in 15 quarters.
  • Baird Financial Group's BlackRock Credit Allocation Income Trust position peaked at $721K in Q1 2018.
  • 145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.