A detailed history of Clearstead Advisors, LLC transactions in Blackrock Credit Allocation Income Trust stock. As of the latest transaction made, Clearstead Advisors, LLC holds 13,542 shares of BTZ stock, worth $146,253. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,542
Previous 13,366 1.32%
Holding current value
$146,253
Previous $145,000 2.76%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$10.81 - $11.15 $1,902 - $1,962
176 Added 1.32%
13,542 $149,000
Q2 2025

Aug 08, 2025

BUY
$9.86 - $10.92 $1,745 - $1,932
177 Added 1.34%
13,366 $145,000
Q1 2025

May 13, 2025

SELL
$10.47 - $10.92 $18,668 - $19,470
-1,783 Reduced 11.91%
13,189 $141,000
Q4 2024

Feb 10, 2025

BUY
$10.39 - $11.25 $22,068 - $23,895
2,124 Added 16.53%
14,972 $156,000
Q3 2024

Nov 13, 2024

SELL
$10.51 - $11.28 $82,188 - $88,209
-7,820 Reduced 37.84%
12,848 $144,000
Q2 2024

Aug 09, 2024

BUY
$10.01 - $10.82 $206,886 - $223,627
20,668 New
20,668 $221,000

Others Institutions Holding BTZ

About BLACKROCK CREDIT ALLOCATION INCOME TRUST


  • Ticker BTZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • BlackRock Credit Allocation Income Trust is a closed ended balanced mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock (Singapore) Limited. It invests in the fixed income markets across the globe. For the fixed income portion of the portfolio, the fund primarily invests in securities with an a...
More about BTZ
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.