Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Cambridge Investment Research Advisors’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 		$235K Sell
23,038
-196
-0.8% -$2K ﹤0.01% 3417
2026
Q1 		$235K Buy
23,234
+1,211
+5% +$12.7K ﹤0.01% 3521
2025
Q4 		$239K Sell
22,023
-9,666
-31% -$106K ﹤0.01% 3415
2025
Q3 		$350K Sell
31,689
-910
-3% -$10K ﹤0.01% 2981
2025
Q2 		$356K Sell
32,599
-6,318
-16% -$66.5K ﹤0.01% 2841
2025
Q1 		$417K Sell
38,917
-18,757
-33% -$201K ﹤0.01% 2605
2024
Q4 		$603K Sell
57,674
-3,643
-6% -$39.6K ﹤0.01% 2275
2024
Q3 		$692K Sell
61,317
-9,066
-13% -$99K ﹤0.01% 2146
2024
Q2 		$754K Buy
70,383
+5,823
+9% +$60.8K ﹤0.01% 1979
2024
Q1 		$690K Buy
64,560
+8,733
+16% +$93.8K ﹤0.01% 2000
2023
Q4 		$576K Sell
55,827
-427
-0.8% -$4.19K ﹤0.01% 2079
2023
Q3 		$545K Sell
56,254
-842
-1% -$8.45K ﹤0.01% 2018
2023
Q2 		$580K Sell
57,096
-7,906
-12% -$81.3K ﹤0.01% 2013
2023
Q1 		$669K Sell
65,002
-312
-0.5% -$3.33K ﹤0.01% 1879
2022
Q4 		$660K Buy
65,314
+23,895
+58% +$243K ﹤0.01% 1812
2022
Q3 		$395K Sell
41,419
-130
-0.3% -$1.43K ﹤0.01% 2128
2022
Q2 		$452K Sell
41,549
-2,114
-5% -$24.1K ﹤0.01% 2032
2022
Q1 		$548K Sell
43,663
-11,792
-21% -$156K ﹤0.01% 2030
2021
Q4 		$835K Buy
55,455
+1,939
+4% +$29.3K ﹤0.01% 1708
2021
Q3 		$811K Buy
53,516
+520
+1% +$8.07K ﹤0.01% 1694
2021
Q2 		$826K Sell
52,996
-86
-0.2% -$1.28K ﹤0.01% 1676
2021
Q1 		$779K Sell
53,082
-15,373
-22% -$227K ﹤0.01% 1607
2020
Q4 		$1.01M Buy
68,455
+6,667
+11% +$95.8K 0.01% 1294
2020
Q3 		$879K Buy
61,788
+7,540
+14% +$105K 0.01% 1259
2020
Q2 		$716K Sell
54,248
-10,433
-16% -$137K 0.01% 1334
2020
Q1 		$754K Sell
64,681
-4,285
-6% -$57.9K 0.01% 1129
2019
Q4 		$964K Buy
68,966
+37,065
+116% +$505K 0.01% 1168
2019
Q3 		$434K Buy
31,901
+10,540
+49% +$142K ﹤0.01% 1599
2019
Q2 		$277K Sell
21,361
-51,303
-71% -$651K ﹤0.01% 1785
2019
Q1 		$902K Sell
72,664
-16,679
-19% -$200K 0.01% 1092
2018
Q4 		$999K Buy
89,343
+55,883
+167% +$654K 0.01% 935
2018
Q3 		$410K Buy
33,460
+473
+1% +$5.8K ﹤0.01% 1572
2018
Q2 		$398K Buy
32,987
+2,257
+7% +$28K ﹤0.01% 1540
2018
Q1 		$389K Sell
30,730
-86,053
-74% -$1.11M ﹤0.01% 1489
2017
Q4 		$1.56M Buy
116,783
+5,757
+5% +$76.9K 0.02% 684
2017
Q3 		$1.51M Buy
111,026
+24,409
+28% +$328K 0.02% 645
2017
Q2 		$1.17M Buy
+86,617
New +$1.16M 0.02% 734
2016
Q4 		– Sell
-24,095
Closed -$322K – 1729
2016
Q3 		$322K Buy
+24,095
New +$321K 0.01% 1259
2016
Q2 		– Sell
-25,367
Closed -$318K – 1613
2016
Q1 		$318K Sell
25,367
-4,927
-16% -$59.6K 0.01% 1138
2015
Q4 		$374K Buy
+30,294
New +$373K 0.01% 1012
2015
Q3 		– Sell
-25,290
Closed -$320K – 1494
2015
Q2 		$320K Sell
25,290
-3,939
-13% -$52.1K 0.01% 1030
2015
Q1 		$393K Buy
29,229
+3,817
+15% +$51.1K 0.01% 919
2014
Q4 		$328K Buy
25,412
+1,612
+7% +$21.5K 0.01% 974
2014
Q3 		$317K Buy
23,800
+5,621
+31% +$76K 0.01% 1063
2014
Q2 		$250K Buy
18,179
+337
+2% +$4.61K 0.01% 1087
2014
Q1 		$241K Sell
17,842
-359
-2% -$4.75K 0.01% 1054
2013
Q4 		$238K Sell
18,201
-6,312
-26% -$80.8K 0.01% 987
2013
Q3 		$320K Buy
24,513
+942
+4% +$11.9K 0.01% 811
2013
Q2 		$306K Buy
+23,571
New +$327K 0.02% 747

Other funds holding BTZ

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
EWL
Emissary Wealth LLC Hackensack, New Jersey $131M AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Cambridge Investment Research Advisors's BTZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.84% in Q2 2026, selling an estimated $2K and leaving 23,038 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #3417.

Cambridge Investment Research Advisors first reported a position in BTZ in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.56M in Q4 2017. 60 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 23,038 shares of BlackRock Credit Allocation Income Trust worth $235K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 196 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $2K.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3417 holding.
  • Cambridge Investment Research Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2013 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's BlackRock Credit Allocation Income Trust position peaked at $1.56M in Q4 2017.
  • 60 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.