Eastern Bank’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Eastern Bank’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 Q3	$52.8K	Hold	5,670	–	–	﹤0.01%	619
2026 Q2	$57.9K	Hold	5,670	–	–	﹤0.01%	589
2026 Q1	$57.3K	Hold	5,670	–	–	﹤0.01%	547
2025 Q4	$61.4K	Hold	5,670	–	–	﹤0.01%	535
2025 Q3	$62.7K	Hold	5,670	–	–	﹤0.01%	527
2025 Q2	$61.9K	Hold	5,670	–	–	﹤0.01%	515
2025 Q1	$60.8K	Hold	5,670	–	–	﹤0.01%	526
2024 Q4	$59.3K	Hold	5,670	–	–	﹤0.01%	543
2024 Q3	$64K	Buy	+5,670	New	+$61.9K	﹤0.01%	526

Other funds holding BTZ

FCM

Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Eastern Bank's BTZ Position: Q3 2026 in Review

Eastern Bank held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q3 2026 at 5,670 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Eastern Bank first reported a position in BTZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $64K in Q3 2024. 8 funds tracked by Wall St. Rank hold BTZ as of Q3 2026.

Eastern Bank held 5,670 shares of BlackRock Credit Allocation Income Trust worth $52.8K as of Q3 2026.
Eastern Bank left its BlackRock Credit Allocation Income Trust share count unchanged in Q3 2026.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #619 holding.
Eastern Bank first reported a position in BlackRock Credit Allocation Income Trust in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's BlackRock Credit Allocation Income Trust position peaked at $64K in Q3 2024.
8 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.