MML Investors Services
BTZ icon

MML Investors Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

MML Investors 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
Q2 		$239K Sell
23,386
-616
-3% -$6.29K ﹤0.01% 2978
2026
Q1 		$242K Sell
24,002
-7,821
-25% -$82K ﹤0.01% 2701
2025
Q4 		$345K Sell
31,823
-1,207
-4% -$13.2K ﹤0.01% 2530
2025
Q3 		$365K Buy
33,030
+534
+2% +$5.87K ﹤0.01% 2386
2025
Q2 		$355K Buy
+32,496
New +$342K ﹤0.01% 2314
2024
Q4 		– Sell
-28,354
Closed -$320K – 2673
2024
Q3 		$320K Buy
28,354
+4
+0% +$44 ﹤0.01% 2130
2024
Q2 		$304K Buy
28,350
+5
+0% +$52 ﹤0.01% 2075
2024
Q1 		$303K Buy
28,345
+1,934
+7% +$20.8K ﹤0.01% 2102
2023
Q4 		$273K Sell
26,411
-1,336
-5% -$13.1K ﹤0.01% 2101
2023
Q3 		$269K Buy
27,747
+970
+4% +$9.73K ﹤0.01% 1989
2023
Q2 		$272K Buy
+26,777
New +$275K ﹤0.01% 1994
2023
Q1 		– Sell
-28,711
Closed -$290K – 2104
2022
Q4 		$290K Buy
28,711
+3,644
+15% +$37K ﹤0.01% 1799
2022
Q3 		$239K Buy
+25,067
New +$275K ﹤0.01% 1821
2019
Q2 		– Sell
-18,233
Closed -$226K – 1597
2019
Q1 		$226K Buy
18,233
+48
+0.3% +$575 ﹤0.01% 1418
2018
Q4 		$203K Sell
18,185
-67
-0.4% -$784 ﹤0.01% 1377
2018
Q3 		$223K Buy
18,252
+958
+6% +$11.7K ﹤0.01% 1438
2018
Q2 		$209K Sell
17,294
-1,408
-8% -$17.5K ﹤0.01% 1253
2018
Q1 		$237K Buy
18,702
+294
+2% +$3.78K 0.01% 1189
2017
Q4 		$245K Buy
18,408
+1,127
+7% +$15K ﹤0.01% 1199
2017
Q3 		$235K Buy
17,281
+3,707
+27% +$49.8K ﹤0.01% 1136
2017
Q2 		$183K Sell
13,574
-1,902
-12% -$25.4K ﹤0.01% 1196
2017
Q1 		$204K Buy
+15,476
New +$201K ﹤0.01% 730

Other funds holding BTZ

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
EWL
Emissary Wealth LLC Hackensack, New Jersey $131M AUM

MML Investors Services's BTZ Position: Q2 2026 in Review

MML Investors Services reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 2.6% in Q2 2026, selling an estimated $6.29K and leaving 23,386 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

MML Investors Services first reported a position in BTZ in Q1 2017 and has held it in 22 quarters since. The position peaked at $365K in Q3 2025. 92 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • MML Investors Services held 23,386 shares of BlackRock Credit Allocation Income Trust worth $239K as of Q2 2026.
  • MML Investors Services sold 616 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $6.29K.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2978 holding.
  • MML Investors Services first reported a position in BlackRock Credit Allocation Income Trust in Q1 2017 and has held it in 22 quarters since.
  • MML Investors Services's BlackRock Credit Allocation Income Trust position peaked at $365K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.