CCB
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Cutter & Co Brokerage’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Cutter & Co Brokerage’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
2025
Q2 		– Sell
-14,801
Closed -$159K – 25
2025
Q1 		$159K Buy
14,801
+175
+1% +$1.87K 0.04% 172
2024
Q4 		$153K Buy
14,626
+287
+2% +$3.12K 0.04% 190
2024
Q3 		$162K Buy
14,339
+199
+1% +$2.17K 0.04% 197
2024
Q2 		$151K Buy
14,140
+168
+1% +$1.75K 0.04% 186
2024
Q1 		$149K Buy
13,972
+159
+1% +$1.71K 0.04% 191
2023
Q4 		$143K Buy
13,813
+170
+1% +$1.67K 0.04% 183
2023
Q3 		$132K Buy
13,643
+163
+1% +$1.64K 0.04% 193
2023
Q2 		$137K Sell
13,480
-820
-6% -$8.44K 0.04% 199
2023
Q1 		$148K Buy
14,300
+277
+2% +$2.95K 0.05% 198
2022
Q4 		$142K Buy
14,023
+341
+2% +$3.46K 0.05% 198
2022
Q3 		$131K Buy
13,682
+2,750
+25% +$30.2K 0.05% 201
2022
Q2 		$119K Buy
+10,932
New +$125K 0.04% 211
2017
Q4 		– Sell
-21,778
Closed -$296K – 260
2017
Q3 		$296K Hold
21,778
– – 0.12% 174
2017
Q2 		$293K Hold
21,778
– – 0.12% 187
2017
Q1 		$287K Hold
21,778
– – 0.12% 175
2016
Q4 		$282K Hold
21,778
– – 0.12% 165
2016
Q3 		$291K Buy
+21,778
New +$290K 0.13% 160
2016
Q2 		– Sell
-20,998
Closed -$263K – 248
2016
Q1 		$263K Buy
20,998
+2,199
+12% +$26.6K 0.12% 167
2015
Q4 		$232K Buy
18,799
+440
+2% +$5.42K 0.11% 163
2015
Q3 		$223K Buy
18,359
+408
+2% +$5.05K 0.11% 158
2015
Q2 		$227K Hold
17,951
– – 0.09% 194
2015
Q1 		$242K Hold
17,951
– – 0.1% 174
2014
Q4 		$232K Sell
17,951
-1,603
-8% -$21.4K 0.09% 198
2014
Q3 		$260K Buy
19,554
+214
+1% +$2.89K 0.1% 175
2014
Q2 		$266K Hold
19,340
– – 0.1% 181
2014
Q1 		$261K Sell
19,340
-1,086
-5% -$14.4K 0.1% 169
2013
Q4 		$267K Sell
20,426
-1,237
-6% -$15.8K 0.12% 147
2013
Q3 		$282K Sell
21,663
-400
-2% -$5.03K 0.13% 158
2013
Q2 		$286K Buy
+22,063
New +$306K 0.14% 147

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cutter & Co Brokerage's BTZ Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2025, closing a stake of 14,801 shares — an estimated $159K sold.

Cutter & Co Brokerage first reported a position in BTZ in Q2 2013 and held it in 29 quarters. The position peaked at $296K in Q3 2017. 143 funds tracked by Wall St. Rank hold BTZ as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 14,801 BlackRock Credit Allocation Income Trust shares in Q2 2025, an estimated $159K.
  • Cutter & Co Brokerage first reported a position in BlackRock Credit Allocation Income Trust in Q2 2013 and held it in 29 quarters.
  • Cutter & Co Brokerage's BlackRock Credit Allocation Income Trust position peaked at $296K in Q3 2017.
  • 143 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.