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Steward Partners Investment Advisory’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$3.24M Sell
320,311
-10,509
-3% -$110K 0.02% 677
2025
Q4 		$3.58M Buy
330,820
+48,674
+17% +$533K 0.02% 576
2025
Q3 		$3.12M Buy
282,146
+36,082
+15% +$397K 0.02% 620
2025
Q2 		$2.69M Buy
246,064
+40,597
+20% +$427K 0.02% 608
2025
Q1 		$2.2M Buy
205,467
+199,813
+3,534% +$2.14M 0.02% 636
2024
Q4 		$59.1K Hold
5,654
– – ﹤0.01% 2252
2024
Q3 		$63.8K Hold
5,654
– – ﹤0.01% 2114
2024
Q2 		$60.6K Hold
5,654
– – ﹤0.01% 2013
2024
Q1 		$60.4K Sell
5,654
-400
-7% -$4.3K ﹤0.01% 2011
2023
Q4 		$62.5K Sell
6,054
-49,357
-89% -$484K ﹤0.01% 1881
2023
Q3 		$536K Buy
55,411
+14,762
+36% +$148K 0.01% 900
2023
Q2 		$413K Buy
40,649
+8,607
+27% +$88.5K 0.01% 1001
2023
Q1 		$330K Buy
32,042
+7,634
+31% +$81.4K 0.01% 1076
2022
Q4 		$247K Sell
24,408
-2,250
-8% -$22.9K ﹤0.01% 1159
2022
Q3 		$254K Sell
26,658
-10,989
-29% -$121K ﹤0.01% 1101
2022
Q2 		$410K Buy
37,647
+2,632
+8% +$30K 0.01% 923
2022
Q1 		$440K Buy
35,015
+6,483
+23% +$85.6K 0.01% 974
2021
Q4 		$429K Buy
28,532
+3,100
+12% +$46.8K 0.01% 997
2021
Q3 		$385K Buy
25,432
+6,450
+34% +$100K 0.01% 1011
2021
Q2 		$296K Sell
18,982
-2,475
-12% -$37K 0.01% 1195
2021
Q1 		$315K Buy
21,457
+2,203
+11% +$32.5K 0.01% 1074
2020
Q4 		$283K Hold
19,254
– – 0.01% 935
2020
Q3 		$274K Buy
19,254
+834
+5% +$11.6K 0.01% 841
2020
Q2 		$243K Buy
18,420
+5,981
+48% +$78.8K 0.01% 818
2020
Q1 		$145K Buy
12,439
+3,919
+46% +$53K 0.01% 881
2019
Q4 		$119K Hold
8,520
– – ﹤0.01% 1056
2019
Q3 		$116K Hold
8,520
– – ﹤0.01% 1031
2019
Q2 		$110K Buy
+8,520
New +$108K ﹤0.01% 1017
2018
Q4 		– Sell
-6,850
Closed -$84K – 939
2018
Q3 		$84K Buy
6,850
+1,000
+17% +$12.3K ﹤0.01% 985
2018
Q2 		$71K Buy
5,850
+5,670
+3,150% +$70.3K ﹤0.01% 962
2018
Q1 		$2K Hold
180
– – ﹤0.01% 1991
2017
Q4 		$2K Buy
+180
New +$2.4K ﹤0.01% 1686

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Steward Partners Investment Advisory's BTZ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 3.2% in Q1 2026, selling an estimated $110K and leaving 320,311 shares worth $3.24M. The position accounts for 0.02% of the portfolio, ranked #677.

Steward Partners Investment Advisory first reported a position in BTZ in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.58M in Q4 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

  • Steward Partners Investment Advisory held 320,311 shares of BlackRock Credit Allocation Income Trust worth $3.24M as of Q1 2026.
  • Steward Partners Investment Advisory sold 10,509 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $110K.
  • BlackRock Credit Allocation Income Trust made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #677 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's BlackRock Credit Allocation Income Trust position peaked at $3.58M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.