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

Mezzasalma 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 Q2	$366K	Sell	35,842 -966	-3%	-$9.87K	0.07%	133
2026 Q1	$372K	Buy	36,808 +878	+2%	+$9.21K	0.1%	115
2025 Q4	$388K	Buy	35,930 +811	+2%	+$8.88K	0.09%	117
2025 Q3	$388K	Sell	35,119 -757	-2%	-$8.32K	0.1%	114
2025 Q2	$392K	Buy	35,876 +813	+2%	+$8.56K	0.12%	101
2025 Q1	$376K	Buy	35,063 +805	+2%	+$8.62K	0.13%	101
2024 Q4	$358K	Buy	+34,258	New	+$373K	0.12%	100

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

Mezzasalma Advisors's BTZ Position: Q2 2026 in Review

Mezzasalma Advisors reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 2.6% in Q2 2026, selling an estimated $9.87K and leaving 35,842 shares worth $366K. The position accounts for 0.07% of the portfolio, ranked #133.

Mezzasalma Advisors first reported a position in BTZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q2 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Mezzasalma Advisors held 35,842 shares of BlackRock Credit Allocation Income Trust worth $366K as of Q2 2026.
Mezzasalma Advisors sold 966 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $9.87K.
BlackRock Credit Allocation Income Trust made up 0.07% of Mezzasalma Advisors's portfolio in Q2 2026, its #133 holding.
Mezzasalma Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's BlackRock Credit Allocation Income Trust position peaked at $392K in Q2 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.