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

Lido Advisors’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	$523K	Sell	51,815 -15,001	-22%	-$157K	﹤0.01%	1279
2025 Q4	$738K	Hold	66,816	–	–	﹤0.01%	1131
2025 Q3	$738K	Sell	66,816 -23,186	-26%	-$255K	﹤0.01%	1079
2025 Q2	$983K	Hold	90,002	–	–	﹤0.01%	853
2025 Q1	$965K	Sell	90,002 -146	-0.2%	-$1.56K	﹤0.01%	798
2024 Q4	$943K	Buy	90,148 +148	+0.2%	+$1.61K	﹤0.01%	784
2024 Q3	$1.02M	Hold	90,000	–	–	0.01%	701
2024 Q2	$964K	Buy	90,000 +2,465	+3%	+$25.8K	0.01%	673
2024 Q1	$936K	Sell	87,535 -997	-1%	-$10.7K	0.01%	677
2023 Q4	$914K	Buy	88,532 +36,814	+71%	+$361K	0.01%	645
2023 Q3	$501K	Buy	+51,718	New	+$519K	﹤0.01%	750
2022 Q2	–	Sell	-240,823	Closed	-$3.02M	–	950
2022 Q1	$3.02M	Buy	240,823 +55,929	+30%	+$738K	0.03%	210
2021 Q4	$2.78M	Buy	184,894 +17,625	+11%	+$266K	0.03%	224
2021 Q3	$2.53M	Sell	167,269 -20,262	-11%	-$314K	0.04%	236
2021 Q2	$2.92M	Buy	+187,531	New	+$2.8M	0.04%	211
2021 Q1	–	Sell	-11,786	Closed	-$174K	–	846
2020 Q4	$174K	Buy	+11,786	New	+$169K	﹤0.01%	787
2020 Q2	–	Sell	-38,614	Closed	-$450K	–	612
2020 Q1	$450K	Sell	38,614 -13,526	-26%	-$183K	0.02%	337
2019 Q4	$733K	Sell	52,140 -4,208	-7%	-$57.4K	0.03%	314
2019 Q3	$767K	Sell	56,348 -7,049	-11%	-$94.8K	0.04%	259
2019 Q2	$822K	Sell	63,397 -3,428	-5%	-$43.5K	0.05%	224
2019 Q1	$829K	Sell	66,825 -82,356	-55%	-$987K	0.05%	211
2018 Q4	$1.68M	Buy	149,181 +64,390	+76%	+$754K	0.17%	87
2018 Q3	$1.04M	Buy	84,791 +27,520	+48%	+$337K	0.1%	117
2018 Q2	$691K	Buy	57,271 +18,606	+48%	+$231K	0.08%	155
2018 Q1	$489K	Buy	38,665 +16,912	+78%	+$217K	0.07%	187
2017 Q4	$289K	Sell	21,753 -48	-0.2%	-$641	0.04%	233
2017 Q3	$291K	Buy	+21,801	New	+$293K	0.05%	211
2017 Q1	–	Sell	-8,078	Closed	-$105K	–	245
2016 Q4	$105K	Buy	+8,078	New	+$103K	0.03%	209

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lido Advisors's BTZ Position: Q1 2026 in Review

Lido Advisors reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 22% in Q1 2026, selling an estimated $157K and leaving 51,815 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Lido Advisors first reported a position in BTZ in Q4 2016 and has held it in 28 quarters since. The position peaked at $3.02M in Q1 2022. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

Lido Advisors held 51,815 shares of BlackRock Credit Allocation Income Trust worth $523K as of Q1 2026.
Lido Advisors sold 15,001 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $157K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1279 holding.
Lido Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2016 and has held it in 28 quarters since.
Lido Advisors's BlackRock Credit Allocation Income Trust position peaked at $3.02M in Q1 2022.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.