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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
2026
Q2 		$57.9K Buy
+5,664
New +$57.8K ﹤0.01% 940
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 $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Clear Street's BTZ Position: Q2 2026 in Review

Clear Street opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026: 5,664 shares worth $57.9K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Clear Street previously reported a position in BTZ as recently as Q3 2024.

Clear Street first reported a position in BTZ in Q3 2024 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Clear Street held 5,664 shares of BlackRock Credit Allocation Income Trust worth $57.9K as of Q2 2026.
  • BlackRock Credit Allocation Income Trust was a new Clear Street position in Q2 2026.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Clear Street's portfolio in Q2 2026, its #940 holding.
  • Clear Street first reported a position in BlackRock Credit Allocation Income Trust in Q3 2024 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.