Atala Financial’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Atala Financial’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
2026 Q1	–	Sell	-132,180	Closed	-$1.42M	–	120
2025 Q4	$1.42M	Hold	132,180	–	–	0.91%	35
2025 Q3	$1.45M	Buy	132,180 +5,000	+4%	+$53.2K	0.91%	36
2025 Q2	$1.37M	Buy	127,180 +28,824	+29%	+$310K	0.95%	36
2025 Q1	$1.08M	Buy	+98,356	New	+$1.11M	0.79%	38

Atala Financial's BFZ Position: Q1 2026 in Review

Atala Financial sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 132,180 shares — an estimated $1.42M sold.

Atala Financial first reported a position in BFZ in Q1 2025 and held it in 4 quarters. The position peaked at $1.45M in Q3 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

Atala Financial reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Atala Financial sold 132,180 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $1.42M.
Atala Financial first reported a position in BlackRock CA Municipal Income Trust in Q1 2025 and held it in 4 quarters.
Atala Financial's BlackRock CA Municipal Income Trust position peaked at $1.45M in Q3 2025.
0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.