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BTZ icon

&Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

&Partners’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 		$126K Sell
12,352
-1,373
-10% -$14K ﹤0.01% 2445
2026
Q1 		$139K Buy
13,725
+413
+3% +$4.33K ﹤0.01% 2305
2025
Q4 		$144K Sell
13,312
-684
-5% -$7.49K ﹤0.01% 2182
2025
Q3 		$143K Buy
13,996
+1,292
+10% +$14.2K ﹤0.01% 2010
2025
Q2 		$139K Buy
12,704
+561
+5% +$5.91K ﹤0.01% 1893
2025
Q1 		$130K Buy
12,143
+1,819
+18% +$19.5K ﹤0.01% 1691
2024
Q4 		$109K Buy
+10,324
New +$112K ﹤0.01% 1606
2023
Q4 		– Sell
-10,872
Closed -$105K – 296
2023
Q3 		$105K Buy
10,872
+163
+2% +$1.64K 0.05% 177
2023
Q2 		$109K Buy
10,709
+156
+1% +$1.6K 0.05% 191
2023
Q1 		$109K Sell
10,553
-2,155
-17% -$23K 0.05% 178
2022
Q4 		$128K Sell
12,708
-2,552
-17% -$25.9K 0.06% 176
2022
Q3 		$146K Buy
15,260
+138
+0.9% +$1.51K 0.08% 173
2022
Q2 		$165K Buy
15,122
+167
+1% +$1.91K 0.1% 179
2022
Q1 		$188K Buy
14,955
+69
+0.5% +$911 0.11% 186
2021
Q4 		$224K Buy
14,886
+122
+0.8% +$1.84K 0.14% 160
2021
Q3 		$224K Buy
14,764
+59
+0.4% +$915 0.14% 157
2021
Q2 		$229K Buy
14,705
+90
+0.6% +$1.34K 0.15% 153
2021
Q1 		$215K Buy
14,615
+89
+0.6% +$1.31K 0.16% 143
2020
Q4 		$214K Buy
14,526
+89
+0.6% +$1.28K 0.18% 123
2020
Q3 		$205K Buy
14,437
+91
+0.6% +$1.27K 0.21% 115
2020
Q2 		$189K Buy
14,346
+94
+0.7% +$1.24K 0.23% 110
2020
Q1 		$166K Sell
14,252
-29,907
-68% -$404K 0.26% 105
2019
Q4 		$617K Buy
44,159
+89
+0.2% +$1.21K 0.73% 42
2019
Q3 		$600K Sell
44,070
-5,155
-10% -$69.3K 0.78% 40
2019
Q2 		$638K Buy
+49,225
New +$625K 0.88% 34

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

&Partners's BTZ Position: Q2 2026 in Review

&Partners reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 10% in Q2 2026, selling an estimated $14K and leaving 12,352 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

&Partners first reported a position in BTZ in Q2 2019 and has held it in 25 quarters since. The position peaked at $638K in Q2 2019. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • &Partners held 12,352 shares of BlackRock Credit Allocation Income Trust worth $126K as of Q2 2026.
  • &Partners sold 1,373 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $14K.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2445 holding.
  • &Partners first reported a position in BlackRock Credit Allocation Income Trust in Q2 2019 and has held it in 25 quarters since.
  • &Partners's BlackRock Credit Allocation Income Trust position peaked at $638K in Q2 2019.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.