Ameriprise’s BlackRock CA Municipal Income Trust BFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-33,650
| Closed | -$361K | – | 4068 |
|
|
2025
Q4 | $361K | Buy |
33,650
+4,790
| +17% | +$52.2K | ﹤0.01% | 3742 |
|
|
2025
Q3 | $316K | Sell |
28,860
-7,786
| -21% | -$82.8K | ﹤0.01% | 3784 |
|
|
2025
Q2 | $396K | Sell |
36,646
-40,096
| -52% | -$432K | ﹤0.01% | 3603 |
|
|
2025
Q1 | $843K | Buy |
76,742
+7,258
| +10% | +$81.6K | ﹤0.01% | 3273 |
|
|
2024
Q4 | $778K | Buy |
69,484
+49,484
| +247% | +$580K | ﹤0.01% | 3351 |
|
|
2024
Q3 | $242K | Hold |
20,000
| – | – | ﹤0.01% | 3705 |
|
|
2024
Q2 | $239K | Hold |
20,000
| – | – | ﹤0.01% | 3653 |
|
|
2024
Q1 | $236K | Sell |
20,000
-475
| -2% | -$5.6K | ﹤0.01% | 3648 |
|
|
2023
Q4 | $246K | Buy |
20,475
+475
| +2% | +$5.15K | ﹤0.01% | 3666 |
|
|
2023
Q3 | $206K | Hold |
20,000
| – | – | ﹤0.01% | 3697 |
|
|
2023
Q2 | $237K | Hold |
20,000
| – | – | ﹤0.01% | 3678 |
|
|
2023
Q1 | $234K | Sell |
20,000
-1,200
| -6% | -$13.5K | ﹤0.01% | 3682 |
|
|
2022
Q4 | $230K | Hold |
21,200
| – | – | ﹤0.01% | 3671 |
|
|
2022
Q3 | $218K | Hold |
21,200
| – | – | ﹤0.01% | 3672 |
|
|
2022
Q2 | $240K | Hold |
21,200
| – | – | ﹤0.01% | 3639 |
|
|
2022
Q1 | $260K | Sell |
21,200
-3,000
| -12% | -$39.6K | ﹤0.01% | 3687 |
|
|
2021
Q4 | $352K | Sell |
24,200
-6,735
| -22% | -$98.4K | ﹤0.01% | 3624 |
|
|
2021
Q3 | $456K | Buy |
30,935
+600
| +2% | +$8.98K | ﹤0.01% | 3433 |
|
|
2021
Q2 | $455K | Hold |
30,335
| – | – | ﹤0.01% | 3487 |
|
|
2021
Q1 | $436K | Buy |
30,335
+400
| +1% | +$5.65K | ﹤0.01% | 3461 |
|
|
2020
Q4 | $426K | Hold |
29,935
| – | – | ﹤0.01% | 3398 |
|
|
2020
Q3 | $395K | Buy |
29,935
+6,303
| +27% | +$85.2K | ﹤0.01% | 3325 |
|
|
2020
Q2 | $311K | Sell |
23,632
-376
| -2% | -$4.76K | ﹤0.01% | 3354 |
|
|
2020
Q1 | $305K | Buy |
24,008
+4,623
| +24% | +$62.6K | ﹤0.01% | 3295 |
|
|
2019
Q4 | $256K | Buy |
19,385
+2,606
| +16% | +$35.3K | ﹤0.01% | 3521 |
|
|
2019
Q3 | $230K | Buy |
16,779
+83
| +0.5% | +$1.13K | ﹤0.01% | 3516 |
|
|
2019
Q2 | $221K | Buy |
16,696
+89
| +0.5% | +$1.16K | ﹤0.01% | 3568 |
|
|
2019
Q1 | $213K | Buy |
16,607
+2,726
| +20% | +$34.3K | ﹤0.01% | 3533 |
|
|
2018
Q4 | $166K | Sell |
13,881
-86
| -0.6% | -$1.04K | ﹤0.01% | 3468 |
|
|
2018
Q3 | $172K | Buy |
+13,967
| New | +$178K | ﹤0.01% | 3566 |
|
Ameriprise's BFZ Position: Q1 2026 in Review
Ameriprise sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 33,650 shares — an estimated $361K sold.
Ameriprise first reported a position in BFZ in Q3 2018 and held it in 30 quarters. The position peaked at $843K in Q1 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- Ameriprise reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- Ameriprise sold 33,650 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $361K.
- Ameriprise first reported a position in BlackRock CA Municipal Income Trust in Q3 2018 and held it in 30 quarters.
- Ameriprise's BlackRock CA Municipal Income Trust position peaked at $843K in Q1 2025.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.