HighTower Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-11,018
Closed -$111K – 3833
2026
Q1
$111K Buy
+11,018
New +$116K ﹤0.01% 3620
2025
Q3
– Sell
-13,827
Closed -$151K – 3852
2025
Q2
$151K Sell
13,827
-1,496
-10% -$15.7K ﹤0.01% 3383
2025
Q1
$164K Sell
15,323
-271
-2% -$2.9K ﹤0.01% 3249
2024
Q4
$163K Buy
15,594
+1,514
+11% +$16.5K ﹤0.01% 3255
2024
Q3
$158K Sell
14,080
-6,644
-32% -$72.5K ﹤0.01% 3209
2024
Q2
$220K Buy
+20,724
New +$217K ﹤0.01% 2966
2024
Q1
– Sell
-14,951
Closed -$155K – 3651
2023
Q4
$155K Buy
+14,951
New +$147K ﹤0.01% 3084
2022
Q1
– Sell
-18,734
Closed -$282K – 3430
2021
Q4
$282K Buy
18,734
+568
+3% +$8.58K ﹤0.01% 2511
2021
Q3
$275K Sell
18,166
-1,079
-6% -$16.7K ﹤0.01% 2474
2021
Q2
$300K Sell
19,245
-214
-1% -$3.2K ﹤0.01% 2370
2021
Q1
$285K Buy
19,459
+173
+0.9% +$2.55K ﹤0.01% 2340
2020
Q4
$284K Sell
19,286
-160,304
-89% -$2.3M ﹤0.01% 1971
2020
Q3
$2.54M Sell
179,590
-8,371
-4% -$117K 0.01% 788
2020
Q2
$2.48M Sell
187,961
-6,445
-3% -$84.9K 0.01% 729
2020
Q1
$2.26M Buy
+194,406
New +$2.63M 0.01% 709
2019
Q4
– Sell
-238,156
Closed -$3.24M – 2392
2019
Q3
$3.24M Sell
238,156
-1,729
-0.7% -$23.2K 0.02% 727
2019
Q2
$3.11M Buy
239,885
+3,893
+2% +$49.4K 0.02% 734
2019
Q1
$2.93M Sell
235,992
-94
-0% -$1.13K 0.02% 703
2018
Q4
$2.64M Sell
236,086
-3,458
-1% -$40.5K 0.02% 655
2018
Q3
$2.94M Buy
239,544
+2,414
+1% +$29.6K 0.02% 702
2018
Q2
$2.87M Buy
237,130
+12,456
+6% +$154K 0.02% 715
2018
Q1
$2.85M Sell
224,674
-1,142
-0.5% -$14.7K 0.02% 679
2017
Q4
$3.01M Buy
225,816
+16,298
+8% +$218K 0.02% 677
2017
Q3
$2.84M Buy
209,518
+3,703
+2% +$49.8K 0.02% 689
2017
Q2
$2.77M Buy
205,815
+12,715
+7% +$170K 0.02% 681
2017
Q1
$2.55M Buy
193,100
+2,383
+1% +$31K 0.02% 678
2016
Q4
$2.48M Sell
190,717
-1,083
-0.6% -$13.7K 0.03% 627
2016
Q3
$2.56M Sell
191,800
-6,265
-3% -$83.5K 0.03% 579
2016
Q2
$2.59M Buy
198,065
+17,898
+10% +$228K 0.03% 542
2016
Q1
$2.26M Sell
180,167
-35,737
-17% -$432K 0.01% 670
2015
Q4
$2.67M Sell
215,904
-740
-0.3% -$9.12K 0.03% 520
2015
Q3
$2.64M Buy
+216,644
New +$2.68M 0.04% 513
2015
Q2
– Sell
-183,928
Closed -$2.48M – 1602
2015
Q1
$2.48M Buy
183,928
+129,525
+238% +$1.73M 0.04% 522
2014
Q4
$703K Sell
54,403
-400
-0.7% -$5.34K 0.01% 936
2014
Q3
$729K Sell
54,803
-5,985
-10% -$80.9K 0.01% 887
2014
Q2
$836K Buy
60,788
+10,400
+21% +$142K 0.01% 879
2014
Q1
$681K Buy
50,388
+14,600
+41% +$193K 0.01% 870
2013
Q4
$467K Sell
35,788
-2,421
-6% -$31K 0.01% 990
2013
Q3
$498K Buy
38,209
+3,708
+11% +$46.7K 0.01% 841
2013
Q2
$448K Buy
+34,501
New +$478K 0.01% 845

Other funds holding BTZ

HighTower Advisors's BTZ Position: Q2 2026 in Review

HighTower Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026, closing a stake of 11,018 shares — an estimated $111K sold.

HighTower Advisors first reported a position in BTZ in Q2 2013 and held it in 40 quarters. The position peaked at $3.24M in Q3 2019. 156 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • HighTower Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2026 after selling out during the quarter.
  • HighTower Advisors sold 11,018 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $111K.
  • HighTower Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2013 and held it in 40 quarters.
  • HighTower Advisors's BlackRock Credit Allocation Income Trust position peaked at $3.24M in Q3 2019.
  • 156 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.