Citigroup
BTZ icon

Citigroup’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Citigroup’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
2025
Q1 		– Sell
-3,514
Closed -$36.8K – 5607
2024
Q4 		$36.8K Buy
+3,514
New +$38.2K ﹤0.01% 5158
2024
Q3 		– Sell
-3,531
Closed -$37.8K – 5688
2024
Q2 		$37.8K Buy
3,531
+77
+2% +$804 ﹤0.01% 4739
2024
Q1 		$36.9K Buy
3,454
+72
+2% +$774 ﹤0.01% 4776
2023
Q4 		$34.9K Buy
3,382
+179
+6% +$1.75K ﹤0.01% 4708
2023
Q3 		$31K Buy
3,203
+111
+4% +$1.11K ﹤0.01% 4273
2023
Q2 		$31.4K Buy
3,092
+231
+8% +$2.38K ﹤0.01% 4842
2023
Q1 		$29.4K Buy
2,861
+60
+2% +$640 ﹤0.01% 4396
2022
Q4 		$28.3K Buy
2,801
+219
+8% +$2.23K ﹤0.01% 4473
2022
Q3 		$25K Buy
2,582
+52
+2% +$571 ﹤0.01% 4649
2022
Q2 		$28K Buy
2,530
+148
+6% +$1.69K ﹤0.01% 4813
2022
Q1 		$30K Buy
2,382
+27
+1% +$356 ﹤0.01% 4951
2021
Q4 		$35K Sell
2,355
-6,609
-74% -$99.9K ﹤0.01% 5222
2021
Q3 		$135K Sell
8,964
-2,714
-23% -$42.1K ﹤0.01% 4299
2021
Q2 		$182K Buy
11,678
+622
+6% +$9.3K ﹤0.01% 4280
2021
Q1 		$163K Buy
11,056
+1,760
+19% +$25.9K ﹤0.01% 4115
2020
Q4 		$136K Buy
9,296
+56
+0.6% +$805 ﹤0.01% 5282
2020
Q3 		$131K Buy
9,240
+1,049
+13% +$14.6K ﹤0.01% 4909
2020
Q2 		$108K Buy
8,191
+77
+0.9% +$1.01K ﹤0.01% 5511
2020
Q1 		$95K Sell
8,114
-2,747
-25% -$37.1K ﹤0.01% 5379
2019
Q4 		$152K Sell
10,861
-4,115
-27% -$56.1K ﹤0.01% 5408
2019
Q3 		$204K Sell
14,976
-466
-3% -$6.26K ﹤0.01% 5133
2019
Q2 		$200K Buy
15,442
+9,740
+171% +$124K ﹤0.01% 5272
2019
Q1 		$70K Buy
5,702
+2,677
+88% +$32.1K ﹤0.01% 6062
2018
Q4 		$34K Sell
3,025
-11,184
-79% -$131K ﹤0.01% 6527
2018
Q3 		$174K Buy
14,209
+11,186
+370% +$137K ﹤0.01% 5397
2018
Q2 		$36K Buy
3,023
+1,978
+189% +$24.5K ﹤0.01% 6523
2018
Q1 		$13K Buy
1,045
+62
+6% +$796 ﹤0.01% 6934
2017
Q4 		$13K Sell
983
-820
-45% -$10.9K ﹤0.01% 6913
2017
Q3 		$25K Buy
1,803
+797
+79% +$10.7K ﹤0.01% 6355
2017
Q2 		$14K Buy
1,006
+32
+3% +$427 ﹤0.01% 6412
2017
Q1 		$13K Sell
974
-29
-3% -$377 ﹤0.01% 6452
2016
Q4 		$13K Sell
1,003
-26
-3% -$330 ﹤0.01% 6667
2016
Q3 		$14K Sell
1,029
-21
-2% -$280 ﹤0.01% 6379
2016
Q2 		$14K Sell
1,050
-20
-2% -$255 ﹤0.01% 6358
2016
Q1 		$13K Sell
1,070
-131
-11% -$1.58K ﹤0.01% 6719
2015
Q4 		$15K Buy
1,201
+52
+5% +$641 ﹤0.01% 6617
2015
Q3 		$14K Sell
1,149
-26
-2% -$322 ﹤0.01% 6247
2015
Q2 		$15K Sell
1,175
-23
-2% -$304 ﹤0.01% 6239
2015
Q1 		$16K Buy
1,198
+54
+5% +$723 ﹤0.01% 6201
2014
Q4 		$15K Sell
1,144
-24
-2% -$321 ﹤0.01% 6328
2014
Q3 		$16K Sell
1,168
-671
-36% -$9.07K ﹤0.01% 6018
2014
Q2 		$25K Sell
1,839
-80
-4% -$1.09K ﹤0.01% 5674
2014
Q1 		$26K Sell
1,919
-208
-10% -$2.75K ﹤0.01% 5877
2013
Q4 		$27K Sell
2,127
-2,224
-51% -$28.5K ﹤0.01% 6041
2013
Q3 		$56K Sell
4,351
-43,052
-91% -$542K ﹤0.01% 5196
2013
Q2 		$615K Buy
+47,403
New +$657K ﹤0.01% 3299

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup's BTZ Position: Q1 2025 in Review

Citigroup sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2025, closing a stake of 3,514 shares — an estimated $36.8K sold.

Citigroup first reported a position in BTZ in Q2 2013 and held it in 46 quarters. The position peaked at $615K in Q2 2013. 145 funds tracked by Wall St. Rank hold BTZ as of Q1 2025.

  • Citigroup reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2025 after selling out during the quarter.
  • Citigroup sold 3,514 BlackRock Credit Allocation Income Trust shares in Q1 2025, an estimated $36.8K.
  • Citigroup first reported a position in BlackRock Credit Allocation Income Trust in Q2 2013 and held it in 46 quarters.
  • Citigroup's BlackRock Credit Allocation Income Trust position peaked at $615K in Q2 2013.
  • 145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2025.

Based on Citigroup's 13F filing for Q1 2025, filed 12 May 2025.