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

Clearstead 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 Q2	$144K	Buy	14,122 +203	+1%	+$2.07K	﹤0.01%	1162
2026 Q1	$141K	Buy	13,919 +196	+1%	+$2.06K	﹤0.01%	1067
2025 Q4	$149K	Buy	13,723 +181	+1%	+$1.98K	﹤0.01%	1001
2025 Q3	$150K	Buy	13,542 +176	+1%	+$1.94K	﹤0.01%	943
2025 Q2	$146K	Buy	13,366 +177	+1%	+$1.86K	﹤0.01%	964
2025 Q1	$141K	Sell	13,189 -1,783	-12%	-$19.1K	﹤0.01%	907
2024 Q4	$157K	Buy	14,972 +2,124	+17%	+$23.1K	﹤0.01%	916
2024 Q3	$145K	Sell	12,848 -7,820	-38%	-$85.4K	﹤0.01%	940
2024 Q2	$221K	Buy	+20,668	New	+$216K	﹤0.01%	792

Other funds holding BTZ

SIA

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Clearstead Advisors's BTZ Position: Q2 2026 in Review

Clearstead Advisors increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 1.5% in Q2 2026, buying an estimated $2.07K and bringing the position to 14,122 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Clearstead Advisors first reported a position in BTZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $221K in Q2 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Clearstead Advisors held 14,122 shares of BlackRock Credit Allocation Income Trust worth $144K as of Q2 2026.
Clearstead Advisors bought 203 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $2.07K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1162 holding.
Clearstead Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's BlackRock Credit Allocation Income Trust position peaked at $221K in Q2 2024.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.