LAS
BTZ icon

Lloyd Advisory Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Lloyd Advisory Services’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 		– Sell
-1
Closed -$7 – 880
2025
Q4 		$7 Buy
+1
New +$11 ﹤0.01% 558

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Lloyd Advisory Services's BTZ Position: Q1 2026 in Review

Lloyd Advisory Services sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 1 share — an estimated $7 sold.

Lloyd Advisory Services first reported a position in BTZ in Q4 2025 and held it in 1 quarter. The position peaked at $7 in Q4 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

  • Lloyd Advisory Services reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 BlackRock Credit Allocation Income Trust share in Q1 2026, an estimated $7.
  • Lloyd Advisory Services first reported a position in BlackRock Credit Allocation Income Trust in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's BlackRock Credit Allocation Income Trust position peaked at $7 in Q4 2025.
  • 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.