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

Rareview 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
2026
Q2 		$4.59M Buy
420,186
+52,274
+14% +$534K 2.57% 8
2026
Q1 		$4.02M Buy
367,912
+225,471
+158% +$2.36M 2.36% 12
2025
Q4 		$1.56M Sell
142,441
-37,853
-21% -$415K 1.01% 29
2025
Q3 		$1.97M Buy
180,294
+20,776
+13% +$228K 1.2% 26
2025
Q2 		$1.74M Buy
159,518
+5,470
+4% +$57.6K 1.1% 28
2025
Q1 		$1.65M Sell
154,048
-2,556
-2% -$27.4K 1.05% 26
2024
Q4 		$1.77M Buy
156,604
+14,086
+10% +$153K 1.28% 28
2024
Q3 		$1.61M Buy
+142,518
New +$1.56M 1.2% 30
2024
Q1 		– Sell
-292,204
Closed -$3.02M – 45
2023
Q4 		$3.02M Buy
+292,204
New +$2.87M 2.77% 12

Other funds holding BTZ

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $119M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Rareview Capital's BTZ Position: Q2 2026 in Review

Rareview Capital increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 14% in Q2 2026, buying an estimated $534K and bringing the position to 420,186 shares worth $4.59M. The position accounts for 2.57% of the portfolio, ranked #8.

Rareview Capital first reported a position in BTZ in Q4 2023 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Rareview Capital held 420,186 shares of BlackRock Credit Allocation Income Trust worth $4.59M as of Q2 2026.
  • Rareview Capital bought 52,274 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $534K.
  • BlackRock Credit Allocation Income Trust made up 2.57% of Rareview Capital's portfolio in Q2 2026, its #8 holding.
  • Rareview Capital first reported a position in BlackRock Credit Allocation Income Trust in Q4 2023 and has held it in 9 quarters since.
  • 40 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Rareview Capital's 13F filing for Q2 2026, filed 23 Jul 2026.