Creekside Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Creekside Partners’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	$198K	Buy	19,357 +46	+0.2%	+$470	0.07%	191
2026 Q1	$195K	Sell	19,311 -2,463	-11%	-$25.8K	0.08%	181
2025 Q4	$236K	Buy	21,774 +41	+0.2%	+$449	0.1%	164
2025 Q3	$240K	Buy	21,733 +40	+0.2%	+$440	0.11%	158
2025 Q2	$237K	Buy	21,693 +40	+0.2%	+$421	0.11%	155
2025 Q1	$232K	Buy	21,653 +7,039	+48%	+$75.3K	0.12%	154
2024 Q4	$153K	Buy	14,614 +38	+0.3%	+$414	0.08%	161
2024 Q3	$164K	Buy	14,576 +36	+0.2%	+$393	0.09%	162
2024 Q2	$156K	Buy	+14,540	New	+$152K	0.09%	158

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

Creekside Partners's BTZ Position: Q2 2026 in Review

Creekside Partners increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.24% in Q2 2026, buying an estimated $470 and bringing the position to 19,357 shares worth $198K. The position accounts for 0.07% of the portfolio, ranked #191.

Creekside Partners first reported a position in BTZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $240K in Q3 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Creekside Partners held 19,357 shares of BlackRock Credit Allocation Income Trust worth $198K as of Q2 2026.
Creekside Partners bought 46 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $470.
BlackRock Credit Allocation Income Trust made up 0.07% of Creekside Partners's portfolio in Q2 2026, its #191 holding.
Creekside Partners first reported a position in BlackRock Credit Allocation Income Trust in Q2 2024 and has held it in 9 quarters since.
Creekside Partners's BlackRock Credit Allocation Income Trust position peaked at $240K in Q3 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.