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HRT Financial’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

HRT Financial’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 		– Sell
-10,459
Closed -$105K – 4267
2026
Q1 		$105K Sell
10,459
-20,456
-66% -$214K ﹤0.01% 3346
2025
Q4 		$334K Buy
30,915
+7,102
+30% +$77.8K ﹤0.01% 2322
2025
Q3 		$263K Buy
+23,813
New +$262K ﹤0.01% 2257
2024
Q2 		– Sell
-49,012
Closed -$523K – 2273
2024
Q1 		$523K Buy
+49,012
New +$527K ﹤0.01% 1234
2022
Q4 		– Sell
-10,920
Closed -$104K – 2502
2022
Q3 		$104K Buy
+10,920
New +$120K ﹤0.01% 2393

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
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 30.01% 1-Year Est. Return

HRT Financial's BTZ Position: Q2 2026 in Review

HRT Financial sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026, closing a stake of 10,459 shares — an estimated $105K sold.

HRT Financial first reported a position in BTZ in Q3 2022 and held it in 5 quarters. The position peaked at $523K in Q1 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • HRT Financial reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 10,459 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $105K.
  • HRT Financial first reported a position in BlackRock Credit Allocation Income Trust in Q3 2022 and held it in 5 quarters.
  • HRT Financial's BlackRock Credit Allocation Income Trust position peaked at $523K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.