Jeff Yass’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Jeff Yass’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	$690K	Buy	67,473 +14,798	+28%	+$151K	﹤0.01%	9143
2026 Q1	$532K	Buy	52,675 +1,397	+3%	+$14.6K	﹤0.01%	9503
2025 Q4	$555K	Buy	51,278 +24,854	+94%	+$272K	﹤0.01%	8525
2025 Q3	$292K	Buy	+26,424	New	+$291K	﹤0.01%	10169
2025 Q1	–	Sell	-48,341	Closed	-$506K	–	12536
2024 Q4	$506K	Buy	+48,341	New	+$526K	﹤0.01%	8637
2023 Q4	–	Sell	-14,881	Closed	-$144K	–	12392
2023 Q3	$144K	Sell	14,881 -29,878	-67%	-$300K	﹤0.01%	10588
2023 Q2	$454K	Buy	+44,759	New	+$460K	﹤0.01%	8545
2022 Q4	–	Sell	-11,207	Closed	-$107K	–	12473
2022 Q3	$107K	Sell	11,207 -19,471	-63%	-$214K	﹤0.01%	11640
2022 Q2	$334K	Buy	+30,678	New	+$350K	﹤0.01%	9280
2019 Q2	–	Sell	-11,211	Closed	-$139K	–	10230
2019 Q1	$139K	Buy	+11,211	New	+$134K	﹤0.01%	8101
2018 Q4	–	Sell	-74,725	Closed	-$915K	–	8962
2018 Q3	$915K	Buy	74,725 +4,196	+6%	+$51.4K	﹤0.01%	5397
2018 Q2	$852K	Buy	70,529 +36,080	+105%	+$447K	﹤0.01%	5697
2018 Q1	$436K	Sell	34,449 -5,629	-14%	-$72.3K	﹤0.01%	6910
2017 Q4	$534K	Buy	40,078 +19,431	+94%	+$259K	﹤0.01%	6514
2017 Q3	$280K	Buy	+20,647	New	+$278K	﹤0.01%	7515
2014 Q2	–	Sell	-33,006	Closed	-$446K	–	9755
2014 Q1	$446K	Sell	33,006 -6,934	-17%	-$91.7K	﹤0.01%	6923
2013 Q4	$522K	Buy	39,940 +9,851	+33%	+$126K	﹤0.01%	6621
2013 Q3	$392K	Buy	+30,089	New	+$379K	﹤0.01%	6792

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

Jeff Yass's BTZ Position: Q2 2026 in Review

Jeff Yass increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 28% in Q2 2026, buying an estimated $151K and bringing the position to 67,473 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #9143.

Jeff Yass first reported a position in BTZ in Q3 2013 and has held it in 18 quarters since. The position peaked at $915K in Q3 2018. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Jeff Yass held 67,473 shares of BlackRock Credit Allocation Income Trust worth $690K as of Q2 2026.
Jeff Yass bought 14,798 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $151K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9143 holding.
Jeff Yass first reported a position in BlackRock Credit Allocation Income Trust in Q3 2013 and has held it in 18 quarters since.
Jeff Yass's BlackRock Credit Allocation Income Trust position peaked at $915K in Q3 2018.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.