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StoneX Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

StoneX Group’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
Q3 		– Sell
-29,631
Closed -$324K – 946
2025
Q2 		$324K Sell
29,631
-37,557
-56% -$395K 0.02% 636
2025
Q1 		$720K Buy
67,188
+2,380
+4% +$25.5K 0.04% 367
2024
Q4 		$678K Buy
+64,808
New +$705K 0.04% 386

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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

StoneX Group's BTZ Position: Q3 2025 in Review

StoneX Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2025, closing a stake of 29,631 shares — an estimated $324K sold.

StoneX Group first reported a position in BTZ in Q4 2024 and held it in 3 quarters. The position peaked at $720K in Q1 2025. 150 funds tracked by Wall St. Rank hold BTZ as of Q3 2025.

  • StoneX Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2025 after selling out during the quarter.
  • StoneX Group sold 29,631 BlackRock Credit Allocation Income Trust shares in Q3 2025, an estimated $324K.
  • StoneX Group first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and held it in 3 quarters.
  • StoneX Group's BlackRock Credit Allocation Income Trust position peaked at $720K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2025.

Based on StoneX Group's 13F filing for Q3 2025, filed 14 Nov 2025.