AA
BFZ

Apriem Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Apriem Advisors’s Portfolio BFZ Stock Details BFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22,000
Closed -$246K – 183
2024
Q4 		$246K Hold
22,000
– – 0.03% 164
2024
Q3 		$266K Hold
22,000
– – 0.03% 145
2024
Q2 		$263K Buy
+22,000
New +$258K 0.03% 145
2017
Q2 		– Sell
-1,250
Closed -$18K – 178
2017
Q1 		$18K Hold
1,250
– – ﹤0.01% 355
2016
Q4 		$18K Hold
1,250
– – 0.01% 366
2016
Q3 		$21K Hold
1,250
– – 0.01% 326
2016
Q2 		$21K Hold
1,250
– – 0.01% 333
2016
Q1 		$20K Hold
1,250
– – 0.01% 306
2015
Q4 		$20K Buy
+1,250
New +$19.4K 0.01% 299
2014
Q3 		– Sell
-1,250
Closed -$19K – 531
2014
Q2 		$19K Buy
+1,250
New +$18.6K 0.01% 283

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Apriem Advisors's BFZ Position: Q1 2025 in Review

Apriem Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2025, closing a stake of 22,000 shares — an estimated $246K sold.

Apriem Advisors first reported a position in BFZ in Q2 2014 and held it in 10 quarters. The position peaked at $266K in Q3 2024. 59 funds tracked by Wall St. Rank hold BFZ as of Q1 2025.

  • Apriem Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Apriem Advisors sold 22,000 BlackRock CA Municipal Income Trust shares in Q1 2025, an estimated $246K.
  • Apriem Advisors first reported a position in BlackRock CA Municipal Income Trust in Q2 2014 and held it in 10 quarters.
  • Apriem Advisors's BlackRock CA Municipal Income Trust position peaked at $266K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2025.

Based on Apriem Advisors's 13F filing for Q1 2025, filed 15 May 2025.