Fidelity Investments’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Fidelity Investments’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 Q3	–	Sell	-400	Closed	-$4.37K	–	5400
2025 Q2	$4.37K	Sell	400 -177	-31%	-$1.86K	﹤0.01%	4738
2025 Q1	$6.19K	Buy	+577	New	+$6.17K	﹤0.01%	4647
2024 Q2	–	Sell	-1,025	Closed	-$11K	–	5386
2024 Q1	$11K	Buy	+1,025	New	+$11K	﹤0.01%	4238
2023 Q4	–	Sell	-1	Closed	-$10	–	5453
2023 Q3	$10	Hold	1	–	–	﹤0.01%	5175
2023 Q2	$10	Buy	+1	New	+$10	﹤0.01%	5267
2022 Q2	–	Sell	-1	Closed	–	–	4942
2022 Q1	$0	Buy	+1	New	+$13	﹤0.01%	4982
2021 Q4	–	Sell	-1	Closed	–	–	4365
2021 Q3	$0	Hold	1	–	–	﹤0.01%	4375
2021 Q2	$0	Sell	1 -1	-50%	-$15	﹤0.01%	4271
2021 Q1	$0	Buy	+2	New	+$29	﹤0.01%	4001
2020 Q1	–	Sell	-1	Closed	–	–	3640
2019 Q4	$0	Sell	1 -1	-50%	-$14	﹤0.01%	3799
2019 Q3	$0	Hold	2	–	–	﹤0.01%	3788
2019 Q2	$0	Buy	+2	New	+$25	﹤0.01%	3752
2019 Q1	–	Sell	-1	Closed	–	–	3636
2018 Q4	$0	Buy	+1	New	+$12	﹤0.01%	3546

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments's BTZ Position: Q3 2025 in Review

Fidelity Investments sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2025, closing a stake of 400 shares — an estimated $4.37K sold.

Fidelity Investments first reported a position in BTZ in Q4 2018 and held it in 13 quarters. The position peaked at $11K in Q1 2024. 150 funds tracked by Wall St. Rank hold BTZ as of Q3 2025.

Fidelity Investments reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2025 after selling out during the quarter.
Fidelity Investments sold 400 BlackRock Credit Allocation Income Trust shares in Q3 2025, an estimated $4.37K.
Fidelity Investments first reported a position in BlackRock Credit Allocation Income Trust in Q4 2018 and held it in 13 quarters.
Fidelity Investments's BlackRock Credit Allocation Income Trust position peaked at $11K in Q1 2024.
150 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.