Corient Private Wealth
BTZ icon

Corient Private Wealth’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Corient Private Wealth’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
-78,006
Closed -$845K – 2859
2025
Q4 		$845K Buy
+78,006
New +$854K ﹤0.01% 1595

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Corient Private Wealth's BTZ Position: Q1 2026 in Review

Corient Private Wealth sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 78,006 shares — an estimated $845K sold.

Corient Private Wealth first reported a position in BTZ in Q4 2025 and held it in 1 quarter. The position peaked at $845K in Q4 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

  • Corient Private Wealth reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 78,006 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $845K.
  • Corient Private Wealth first reported a position in BlackRock Credit Allocation Income Trust in Q4 2025 and held it in 1 quarter.
  • Corient Private Wealth's BlackRock Credit Allocation Income Trust position peaked at $845K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.