CJ
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Caitlin John’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Caitlin John’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 		– Sell
-400
Closed -$4.33K – 949
2025
Q4 		$4.33K Sell
400
-4,900
-92% -$53.7K ﹤0.01% 653
2025
Q3 		$58.6K Buy
+5,300
New +$58.3K 0.04% 244

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

Caitlin John's BTZ Position: Q1 2026 in Review

Caitlin John sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 400 shares — an estimated $4.33K sold.

Caitlin John first reported a position in BTZ in Q3 2025 and held it in 2 quarters. The position peaked at $58.6K in Q3 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

  • Caitlin John reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
  • Caitlin John sold 400 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $4.33K.
  • Caitlin John first reported a position in BlackRock Credit Allocation Income Trust in Q3 2025 and held it in 2 quarters.
  • Caitlin John's BlackRock Credit Allocation Income Trust position peaked at $58.6K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.