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

Global Retirement 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	$368K	Buy	+36,021	New	+$368K	0.01%	1190
2025 Q4	$307K	Buy	28,357 +28,258	+28,543%	+$310K	0.01%	1229
2025 Q3	$1.09K	Hold	99	–	–	﹤0.01%	3502
2025 Q2	$1.08K	Buy	+99	New	+$1.04K	﹤0.01%	3424
2024 Q4	$1.04K	Hold	99	–	–	﹤0.01%	3266
2024 Q3	$1.12K	Sell	99 -107	-52%	-$1.17K	﹤0.01%	3113
2024 Q2	$2.21K	Hold	206	–	–	﹤0.01%	2934
2024 Q1	$2.2K	Hold	206	–	–	﹤0.01%	2711
2023 Q4	$2.19K	Buy	206 +107	+108%	+$1.05K	﹤0.01%	2638
2023 Q3	$951	Hold	99	–	–	﹤0.01%	2787
2023 Q2	$1K	Hold	99	–	–	﹤0.01%	2785
2023 Q1	$1.02K	Hold	99	–	–	﹤0.01%	2724
2022 Q4	$1K	Hold	99	–	–	﹤0.01%	2596
2022 Q3	$1K	Hold	99	–	–	﹤0.01%	2397
2022 Q2	$1K	Hold	99	–	–	﹤0.01%	2370
2022 Q1	$1K	Buy	+99	New	+$1.31K	﹤0.01%	2328
2021 Q4	–	Sell	-99	Closed	-$1K	–	435
2021 Q3	$1K	Hold	99	–	–	﹤0.01%	1874
2021 Q2	$2K	Hold	99	–	–	﹤0.01%	1717
2021 Q1	$1K	Sell	99 -2,993	-97%	-$44.1K	﹤0.01%	1697
2020 Q4	$45K	Buy	3,092 +99	+3%	+$1.42K	0.01%	753
2020 Q3	$43K	Hold	2,993	–	–	0.01%	677
2020 Q2	$40K	Hold	2,993	–	–	0.01%	698
2020 Q1	$35K	Sell	2,993 -1,007	-25%	-$13.6K	0.01%	647
2019 Q4	$56K	Buy	+4,000	New	+$54.5K	0.01%	617

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

Global Retirement Partners's BTZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026: 36,021 shares worth $368K. The stake represents 0.01% of the portfolio and ranks #1190 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BTZ as recently as Q4 2025.

Global Retirement Partners first reported a position in BTZ in Q4 2019 and has held it in 24 quarters since. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Global Retirement Partners held 36,021 shares of BlackRock Credit Allocation Income Trust worth $368K as of Q2 2026.
BlackRock Credit Allocation Income Trust was a new Global Retirement Partners position in Q2 2026.
BlackRock Credit Allocation Income Trust made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1190 holding.
Global Retirement Partners first reported a position in BlackRock Credit Allocation Income Trust in Q4 2019 and has held it in 24 quarters since.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.