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Oarsman Capital’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Oarsman Capital’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
2025
Q4 		– Sell
-11,558
Closed -$128K – 243
2025
Q3 		$128K Hold
11,558
– – 0.02% 248
2025
Q2 		$126K Hold
11,558
– – 0.02% 245
2025
Q1 		$124K Buy
11,558
+5,473
+90% +$58.6K 0.02% 229
2024
Q4 		$63.6K Buy
6,085
+5,000
+461% +$54.4K 0.01% 396
2024
Q3 		$12.2K Buy
+1,085
New +$11.8K ﹤0.01% 671
2023
Q4 		– Sell
-15,185
Closed -$147K – 235
2023
Q3 		$147K Buy
+15,185
New +$152K 0.06% 177

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Oarsman Capital's BTZ Position: Q4 2025 in Review

Oarsman Capital sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2025, closing a stake of 11,558 shares — an estimated $128K sold.

Oarsman Capital first reported a position in BTZ in Q3 2023 and held it in 6 quarters. The position peaked at $147K in Q3 2023. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2025.

  • Oarsman Capital reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2025 after selling out during the quarter.
  • Oarsman Capital sold 11,558 BlackRock Credit Allocation Income Trust shares in Q4 2025, an estimated $128K.
  • Oarsman Capital first reported a position in BlackRock Credit Allocation Income Trust in Q3 2023 and held it in 6 quarters.
  • Oarsman Capital's BlackRock Credit Allocation Income Trust position peaked at $147K in Q3 2023.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2025.

Based on Oarsman Capital's 13F filing for Q4 2025, filed 13 Feb 2026.