Sound Income Strategies’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Sound Income Strategies’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	–	Sell	-4,025	Closed	-$40.9K	–	742
2026 Q1	$40.9K	Buy	4,025 +73	+2%	+$765	﹤0.01%	892
2025 Q4	$42.1K	Buy	3,952 +15	+0.4%	+$164	﹤0.01%	862
2025 Q3	$43.7K	Buy	3,937 +15	+0.4%	+$165	﹤0.01%	583
2025 Q2	$42.8K	Sell	3,922 -764	-16%	-$8.04K	﹤0.01%	563
2025 Q1	$50.2K	Buy	+4,686	New	+$50.1K	﹤0.01%	501
2023 Q3	–	Sell	-224	Closed	-$2.27K	–	1157
2023 Q2	$2.27K	Hold	224	–	–	﹤0.01%	870
2023 Q1	$2.31K	Hold	224	–	–	﹤0.01%	819
2022 Q4	$2.26K	Hold	224	–	–	﹤0.01%	749
2022 Q3	$2K	Hold	224	–	–	﹤0.01%	682
2022 Q2	$2K	Hold	224	–	–	﹤0.01%	694
2022 Q1	$3K	Hold	224	–	–	﹤0.01%	654
2021 Q4	$3K	Hold	224	–	–	﹤0.01%	652
2021 Q3	$3K	Hold	224	–	–	﹤0.01%	628
2021 Q2	$3K	Hold	224	–	–	﹤0.01%	659
2021 Q1	$3.29K	Hold	224	–	–	﹤0.01%	689
2020 Q4	$3K	Hold	224	–	–	﹤0.01%	655
2020 Q3	$3K	Hold	224	–	–	﹤0.01%	604
2020 Q2	$3K	Hold	224	–	–	﹤0.01%	569
2020 Q1	$3K	Hold	224	–	–	﹤0.01%	517
2019 Q4	$3K	Hold	224	–	–	﹤0.01%	513
2019 Q3	$3K	Hold	224	–	–	﹤0.01%	478
2019 Q2	$3K	Hold	224	–	–	﹤0.01%	489
2019 Q1	$3K	Sell	224 -154	-41%	-$1.85K	﹤0.01%	488
2018 Q4	$4K	Hold	378	–	–	﹤0.01%	451
2018 Q3	$5K	Hold	378	–	–	﹤0.01%	448
2018 Q2	$5K	Buy	378 +154	+69%	+$1.91K	﹤0.01%	416
2018 Q1	$3K	Hold	224	–	–	﹤0.01%	431
2017 Q4	$3K	Buy	+224	New	+$2.99K	﹤0.01%	359

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Sound Income Strategies's BTZ Position: Q2 2026 in Review

Sound Income Strategies sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026, closing a stake of 4,025 shares — an estimated $40.9K sold.

Sound Income Strategies first reported a position in BTZ in Q4 2017 and held it in 28 quarters. The position peaked at $50.2K in Q1 2025. 127 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Sound Income Strategies reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 4,025 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $40.9K.
Sound Income Strategies first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and held it in 28 quarters.
Sound Income Strategies's BlackRock Credit Allocation Income Trust position peaked at $50.2K in Q1 2025.
127 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.