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

Harbour 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
2026
Q1 		$28.4K Buy
2,814
+2,137
+316% +$22.4K ﹤0.01% 2665
2025
Q4 		$7.33K Sell
677
-135
-17% -$1.48K ﹤0.01% 2876
2025
Q3 		$8.97K Hold
812
– – ﹤0.01% 2737
2025
Q2 		$8.87K Sell
812
-143
-15% -$1.5K ﹤0.01% 2624
2025
Q1 		$10.2K Hold
955
– – ﹤0.01% 2508
2024
Q4 		$9.99K Sell
955
-268
-22% -$2.92K ﹤0.01% 2448
2024
Q3 		$13.8K Hold
1,223
– – ﹤0.01% 2228
2024
Q2 		$13.1K Sell
1,223
-94
-7% -$982 ﹤0.01% 2149
2024
Q1 		$14.1K Hold
1,317
– – ﹤0.01% 2096
2023
Q4 		$13.6K Hold
1,317
– – ﹤0.01% 2030
2023
Q3 		$12.7K Hold
1,317
– – ﹤0.01% 1940
2023
Q2 		$13.4K Sell
1,317
-1,830
-58% -$18.8K ﹤0.01% 1915
2023
Q1 		$32.4K Sell
3,147
-680
-18% -$7.25K ﹤0.01% 1533
2022
Q4 		$38.7K Sell
3,827
-200
-5% -$2.03K ﹤0.01% 1406
2022
Q3 		$44K Hold
4,027
– – ﹤0.01% 1315
2022
Q2 		$44K Buy
+4,027
New +$46K ﹤0.01% 1315
2021
Q4 		$64K Sell
4,263
-993
-19% -$15K ﹤0.01% 1148
2021
Q3 		$80K Hold
5,256
– – ﹤0.01% 1502
2021
Q2 		$82K Hold
5,256
– – ﹤0.01% 1506
2021
Q1 		$77K Buy
+5,256
New +$77.5K ﹤0.01% 1432

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Harbour Investments's BTZ Position: Q1 2026 in Review

Harbour Investments increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 316% in Q1 2026, buying an estimated $22.4K and bringing the position to 2,814 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Harbour Investments first reported a position in BTZ in Q1 2021 and has held it in 20 quarters since. The position peaked at $82K in Q2 2021. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

  • Harbour Investments held 2,814 shares of BlackRock Credit Allocation Income Trust worth $28.4K as of Q1 2026.
  • Harbour Investments bought 2,137 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $22.4K.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2665 holding.
  • Harbour Investments first reported a position in BlackRock Credit Allocation Income Trust in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's BlackRock Credit Allocation Income Trust position peaked at $82K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.