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BTZ icon

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

NewEdge 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 		$275K Sell
26,885
-1,800
-6% -$18.4K ﹤0.01% 2564
2026
Q1 		$290K Sell
28,685
-700
-2% -$7.34K ﹤0.01% 2362
2025
Q4 		$318K Sell
29,385
-500
-2% -$5.48K ﹤0.01% 2272
2025
Q3 		$330K Buy
29,885
+1,100
+4% +$12.1K ﹤0.01% 2113
2025
Q2 		$314K Buy
28,785
+4,990
+21% +$52.5K ﹤0.01% 1993
2025
Q1 		$255K Sell
23,795
-200
-0.8% -$2.14K ﹤0.01% 1983
2024
Q4 		$251K Sell
23,995
-900
-4% -$9.79K ﹤0.01% 1973
2024
Q3 		$281K Buy
24,895
+1,445
+6% +$15.8K ﹤0.01% 1850
2024
Q2 		$251K Buy
23,450
+5,500
+31% +$57.5K ﹤0.01% 1809
2024
Q1 		$192K Sell
17,950
-16,350
-48% -$176K ﹤0.01% 1857
2023
Q4 		$361K Buy
34,300
+9,550
+39% +$93.6K ﹤0.01% 1464
2023
Q3 		$240K Sell
24,750
-12,375
-33% -$124K ﹤0.01% 1550
2023
Q2 		$377K Buy
37,125
+2,000
+6% +$20.6K ﹤0.01% 1341
2023
Q1 		$361K Sell
35,125
-365
-1% -$3.89K ﹤0.01% 1277
2022
Q4 		$358K Buy
35,490
+2,640
+8% +$26.8K 0.01% 925
2022
Q3 		$313K Buy
32,850
+2,916
+10% +$32K 0.01% 1183
2022
Q2 		$326K Buy
29,934
+4,300
+17% +$49.1K 0.01% 1176
2022
Q1 		$322K Buy
25,634
+4,200
+20% +$55.4K 0.01% 942
2021
Q4 		$323K Buy
+21,434
New +$324K ﹤0.01% 1288

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

NewEdge Advisors's BTZ Position: Q2 2026 in Review

NewEdge Advisors reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 6.3% in Q2 2026, selling an estimated $18.4K and leaving 26,885 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

NewEdge Advisors first reported a position in BTZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $377K in Q2 2023. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • NewEdge Advisors held 26,885 shares of BlackRock Credit Allocation Income Trust worth $275K as of Q2 2026.
  • NewEdge Advisors sold 1,800 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $18.4K.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2564 holding.
  • NewEdge Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's BlackRock Credit Allocation Income Trust position peaked at $377K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.