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Equibles

Global Retirement Partners, LLC

Pension

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 1749744 San Rafael, CA
Back to BTZ Full portfolio

Position in BTZ

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$368,134
+$61,028 QoQ
Shares Held
36,021
+27.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 156 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BTZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. BTZ ranks #30 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 44,901 $5,283,500
2 BLK
BlackRock, Inc.
 5,488 $5,277,041
3 BXSL
Blackstone Secured Lending Fund
 103,935 $2,464,298
4 CII
BlackRock Enhanced Large Cap Core Fund, Inc.
 64,990 $1,699,488
5 STT
State Street Corp
 9,882 $1,675,987
6 APO
Apollo Global Management, Inc.
 12,053 $1,425,990
7 ARCC
Ares Capital Corp
 75,075 $1,391,139
8 OTF
Blue Owl Technology Finance Corp.
 121,264 $1,255,082

All Filings in BTZ

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $368,134 36,021
2025-12-31 $307,106 28,357
2025-09-30 $1,093 99
2025-06-30 $1,081 99
2024-12-31 $1,035 99
2024-09-30 $1,116 99
2024-06-30 $2,206 206
2024-03-31 $2,202 206
2023-12-31 $2,125 206
2023-09-30 $958 99
2023-06-30 $1,004 99
2023-03-31 $1,018 99
2022-12-31 $999 99
2022-09-30 $944 99
2022-06-30 $1,078 99
2022-03-31 $1,243 99
2021-09-30 $1,499 99
2021-06-30 $1,543 99
2021-03-31 $1,453 99
2020-12-31 $45,483 3,092
2020-09-30 $42,560 2,993
2020-06-30 $39,507 2,993
2020-03-31 $34,898 2,993