Clear Street’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Clear Street’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
2024 Q4	–	Sell	-56	Closed	-$632	–	600
2024 Q3	$632	Buy	+56	New	+$611	﹤0.01%	618

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clear Street's BTZ Position: Q4 2024 in Review

Clear Street sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2024, closing a stake of 56 shares — an estimated $632 sold.

Clear Street first reported a position in BTZ in Q3 2024 and held it in 1 quarter. The position peaked at $632 in Q3 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2024.

Clear Street reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2024 after selling out during the quarter.
Clear Street sold 56 BlackRock Credit Allocation Income Trust shares in Q4 2024, an estimated $632.
Clear Street first reported a position in BlackRock Credit Allocation Income Trust in Q3 2024 and held it in 1 quarter.
Clear Street's BlackRock Credit Allocation Income Trust position peaked at $632 in Q3 2024.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2024.

Based on Clear Street's 13F filing for Q4 2024, filed 14 Feb 2025.