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Murray Stahl’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Murray Stahl’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 		$406K Sell
39,700
-834
-2% -$8.52K ﹤0.01% 233
2026
Q1 		$409K Hold
40,534
– – ﹤0.01% 242
2025
Q4 		$439K Hold
40,534
– – 0.01% 235
2025
Q3 		$448K Sell
40,534
-10,489
-21% -$115K 0.01% 242
2025
Q2 		$557K Hold
51,023
– – 0.01% 230
2025
Q1 		$547K Hold
51,023
– – 0.01% 226
2024
Q4 		$534K Hold
51,023
– – 0.01% 227
2024
Q3 		$576K Buy
51,023
+10,389
+26% +$113K 0.01% 220
2024
Q2 		$435K Hold
40,634
– – 0.01% 224
2024
Q1 		$434K Hold
40,634
– – 0.01% 220
2023
Q4 		$419K Hold
40,634
– – 0.01% 222
2023
Q3 		$393K Sell
40,634
-3,723
-8% -$37.4K 0.01% 229
2023
Q2 		$450K Hold
44,357
– – 0.01% 228
2023
Q1 		$456K Hold
44,357
– – 0.01% 224
2022
Q4 		$448K Hold
44,357
– – 0.01% 221
2022
Q3 		$423K Hold
44,357
– – 0.01% 223
2022
Q2 		$483K Sell
44,357
-219
-0.5% -$2.5K 0.01% 216
2022
Q1 		$560K Hold
44,576
– – 0.01% 225
2021
Q4 		$671K Hold
44,576
– – 0.01% 216
2021
Q3 		$675K Hold
44,576
– – 0.02% 216
2021
Q2 		$695K Hold
44,576
– – 0.01% 212
2021
Q1 		$654K Sell
44,576
-1,035
-2% -$15.3K 0.01% 217
2020
Q4 		$671K Buy
45,611
+12
+0% +$173 0.02% 210
2020
Q3 		$648K Buy
45,599
+13
+0% +$181 0.03% 212
2020
Q2 		$602K Sell
45,586
-6,430
-12% -$84.7K 0.02% 213
2020
Q1 		$607K Sell
52,016
-36,638
-41% -$495K 0.03% 189
2019
Q4 		$1.24M Buy
88,654
+54
+0.1% +$736 0.04% 150
2019
Q3 		$1.21M Sell
88,600
-8,581
-9% -$115K 0.04% 147
2019
Q2 		$1.26M Buy
97,181
+65
+0.1% +$825 0.03% 152
2019
Q1 		$1.21M Buy
+97,116
New +$1.16M 0.03% 155

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
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

Murray Stahl's BTZ Position: Q2 2026 in Review

Murray Stahl reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 2.1% in Q2 2026, selling an estimated $8.52K and leaving 39,700 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Murray Stahl first reported a position in BTZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.26M in Q2 2019. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Murray Stahl held 39,700 shares of BlackRock Credit Allocation Income Trust worth $406K as of Q2 2026.
  • Murray Stahl sold 834 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $8.52K.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Murray Stahl's portfolio in Q2 2026, its #233 holding.
  • Murray Stahl first reported a position in BlackRock Credit Allocation Income Trust in Q1 2019 and has held it in 30 quarters since.
  • Murray Stahl's BlackRock Credit Allocation Income Trust position peaked at $1.26M in Q2 2019.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.