CSP
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Cary Street Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Cary Street Partners’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 		$3.05M Buy
301,781
+47,403
+19% +$497K 0.08% 254
2025
Q4 		$2.75M Buy
254,378
+22,229
+10% +$243K 0.07% 276
2025
Q3 		$2.57M Buy
232,149
+64,647
+39% +$711K 0.07% 288
2025
Q2 		$1.83M Buy
+167,502
New +$1.76M 0.05% 323

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