Chicago Partners Investment Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $576K | Buy |
57,817
+761
| +1% | +$7.77K | 0.01% | 909 |
|
|
2026
Q1 | $592K | Hold |
57,056
| – | – | 0.01% | 788 |
|
|
2025
Q4 | $603K | Hold |
57,056
| – | – | 0.01% | 668 |
|
|
2025
Q3 | $634K | Hold |
57,056
| – | – | 0.02% | 573 |
|
|
2025
Q2 | $626K | Hold |
57,056
| – | – | 0.02% | 512 |
|
|
2025
Q1 | $604K | Sell |
57,056
-30,176
| -35% | -$323K | 0.02% | 469 |
|
|
2024
Q4 | $918K | Hold |
87,232
| – | – | 0.03% | 364 |
|
|
2024
Q3 | $944K | Hold |
87,232
| – | – | 0.03% | 341 |
|
|
2024
Q2 | $942K | Hold |
87,232
| – | – | 0.04% | 333 |
|
|
2024
Q1 | $886K | Hold |
87,232
| – | – | 0.04% | 335 |
|
|
2023
Q4 | $933K | Hold |
87,232
| – | – | 0.04% | 312 |
|
|
2023
Q3 | $796K | Hold |
87,232
| – | – | 0.04% | 313 |
|
|
2023
Q2 | $884K | Sell |
87,232
-826
| -0.9% | -$8.5K | 0.05% | 306 |
|
|
2023
Q1 | $917K | Buy |
88,058
+826
| +0.9% | +$8.8K | 0.05% | 276 |
|
|
2022
Q4 | $983K | Hold |
87,232
| – | – | 0.06% | 270 |
|
|
2022
Q3 | $887K | Sell |
87,232
-8,676
| -9% | -$95.2K | 0.06% | 250 |
|
|
2022
Q2 | $1.12M | Sell |
95,908
-214
| -0.2% | -$2.44K | 0.08% | 213 |
|
|
2022
Q1 | $1.06M | Sell |
96,122
-11,548
| -11% | -$152K | 0.08% | 198 |
|
|
2021
Q4 | $1.39M | Buy |
107,670
+6,701
| +7% | +$101K | 0.1% | 177 |
|
|
2021
Q3 | $1.54M | Buy |
100,969
+8,310
| +9% | +$129K | 0.11% | 171 |
|
|
2021
Q2 | $1.43M | Buy |
92,659
+6
| +0% | +$90 | 0.11% | 164 |
|
|
2021
Q1 | $1.36M | Buy |
92,653
+19,645
| +27% | +$290K | 0.11% | 158 |
|
|
2020
Q4 | $1.09M | Buy |
73,008
+10,509
| +17% | +$151K | 0.1% | 163 |
|
|
2020
Q3 | $861K | Buy |
+62,499
| New | +$871K | 0.1% | 155 |
|
|
2018
Q4 | – | Sell |
-13,951
| Closed | -$163K | – | 409 |
|
|
2018
Q3 | $163K | Buy |
13,951
+4,735
| +51% | +$58K | 0.02% | 331 |
|
|
2018
Q2 | $111K | Sell |
9,216
-1,574
| -15% | -$19.5K | 0.02% | 372 |
|
|
2018
Q1 | $137K | Buy |
10,790
+15
| +0.1% | +$193 | 0.02% | 308 |
|
|
2017
Q4 | $144K | Buy |
10,775
+32
| +0.3% | +$427 | 0.02% | 304 |
|
|
2017
Q3 | $146K | Sell |
10,743
-10,461
| -49% | -$141K | 0.02% | 299 |
|
|
2017
Q2 | $281K | Buy |
21,204
+19,260
| +991% | +$257K | 0.07% | 156 |
|
|
2017
Q1 | $26K | Sell |
1,944
-738
| -28% | -$9.59K | 0.01% | 382 |
|
|
2016
Q4 | $35K | Hold |
2,682
| – | – | 0.01% | 329 |
|
|
2016
Q3 | $36K | Hold |
2,682
| – | – | 0.01% | 323 |
|
|
2016
Q2 | $35K | Sell |
2,682
-1,396
| -34% | -$17.8K | 0.02% | 277 |
|
|
2016
Q1 | $51K | Hold |
4,078
| – | – | 0.03% | 228 |
|
|
2015
Q4 | $50K | Hold |
4,078
| – | – | 0.02% | 282 |
|
|
2015
Q3 | $50K | Hold |
4,078
| – | – | 0.03% | 224 |
|
|
2015
Q2 | $52K | Sell |
4,078
-170
| -4% | -$2.25K | 0.02% | 229 |
|
|
2015
Q1 | $55K | Buy |
4,248
+170
| +4% | +$2.28K | 0.02% | 213 |
|
|
2014
Q4 | $53K | Buy |
+4,078
| New | +$54.5K | 0.02% | 219 |
|
Other funds holding BTZ
SIA
GC
SFS
Chicago Partners Investment Group's BTZ Position: Q2 2026 in Review
Chicago Partners Investment Group increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 1.3% in Q2 2026, buying an estimated $7.77K and bringing the position to 57,817 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #909.
Chicago Partners Investment Group first reported a position in BTZ in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.54M in Q3 2021. 154 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.
- Chicago Partners Investment Group held 57,817 shares of BlackRock Credit Allocation Income Trust worth $576K as of Q2 2026.
- Chicago Partners Investment Group bought 761 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $7.77K.
- BlackRock Credit Allocation Income Trust made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #909 holding.
- Chicago Partners Investment Group first reported a position in BlackRock Credit Allocation Income Trust in Q4 2014 and has held it in 40 quarters since.
- Chicago Partners Investment Group's BlackRock Credit Allocation Income Trust position peaked at $1.54M in Q3 2021.
- 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.
Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.