Citadel Advisors
BTZ icon

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

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