Citadel Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Citadel 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 Q1	–	Sell	-11,258	Closed	-$122K	–	13042
2025 Q4	$122K	Buy	+11,258	New	+$123K	﹤0.01%	11483
2022 Q3	–	Sell	-75,142	Closed	-$818K	–	12654
2022 Q2	$818K	Sell	75,142 -256,554	-77%	-$2.93M	﹤0.01%	7488
2022 Q1	$4.17M	Buy	+331,696	New	+$4.38M	﹤0.01%	4532
2021 Q1	–	Sell	-30,733	Closed	-$452K	–	13179
2020 Q4	$452K	Buy	+30,733	New	+$442K	﹤0.01%	8330
2018 Q1	–	Sell	-24,721	Closed	-$329K	–	8284
2017 Q4	$329K	Buy	+24,721	New	+$330K	﹤0.01%	6301
2017 Q2	–	Sell	-19,505	Closed	-$257K	–	7503
2017 Q1	$257K	Buy	+19,505	New	+$254K	﹤0.01%	6109
2015 Q4	–	Sell	-18,665	Closed	-$227K	–	8731
2015 Q3	$227K	Buy	18,665 +5,928	+47%	+$73.4K	﹤0.01%	5973
2015 Q2	$161K	Buy	+12,737	New	+$168K	﹤0.01%	6584

Other funds holding BTZ

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Citadel Advisors's BTZ Position: Q1 2026 in Review

Citadel Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 11,258 shares — an estimated $122K sold.

Citadel Advisors first reported a position in BTZ in Q2 2015 and held it in 8 quarters. The position peaked at $4.17M in Q1 2022. 155 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

Citadel Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
Citadel Advisors sold 11,258 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $122K.
Citadel Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2015 and held it in 8 quarters.
Citadel Advisors's BlackRock Credit Allocation Income Trust position peaked at $4.17M in Q1 2022.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.