Bank of Montreal’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 |
-20,572
| Closed | -$222K | – | 3760 |
|
|
2025
Q4 | $222K | Buy |
+20,572
| New | +$224K | ﹤0.01% | 2786 |
|
|
2022
Q4 | – | Sell |
-14,794
| Closed | -$176 | – | 3974 |
|
|
2022
Q3 | $176 | Buy |
14,794
+1,351
| +10% | +$15.3K | ﹤0.01% | 3257 |
|
|
2022
Q2 | $171 | Buy |
13,443
+108
| +0.8% | +$1.23K | ﹤0.01% | 3318 |
|
|
2022
Q1 | $185K | Buy |
+13,335
| New | +$176K | ﹤0.01% | 3486 |
|
|
2021
Q2 | – | Sell |
-6,837
| Closed | -$99K | – | 3777 |
|
|
2021
Q1 | $99K | Sell |
6,837
-6,499
| -49% | -$91.9K | ﹤0.01% | 3397 |
|
|
2020
Q4 | $185K | Buy |
13,336
+4,549
| +52% | +$61.7K | ﹤0.01% | 3261 |
|
|
2020
Q3 | $115K | Hold |
8,787
| – | – | ﹤0.01% | 3002 |
|
|
2020
Q2 | $116K | Sell |
8,787
-630
| -7% | -$7.98K | ﹤0.01% | 3020 |
|
|
2020
Q1 | $113K | Buy |
9,417
+7,591
| +416% | +$103K | ﹤0.01% | 2549 |
|
|
2019
Q4 | $25K | Buy |
+1,826
| New | +$24.7K | ﹤0.01% | 4175 |
|
Bank of Montreal's BFZ Position: Q1 2026 in Review
Bank of Montreal sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 20,572 shares — an estimated $222K sold.
Bank of Montreal first reported a position in BFZ in Q4 2019 and held it in 10 quarters. The position peaked at $222K in Q4 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- Bank of Montreal reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- Bank of Montreal sold 20,572 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $222K.
- Bank of Montreal first reported a position in BlackRock CA Municipal Income Trust in Q4 2019 and held it in 10 quarters.
- Bank of Montreal's BlackRock CA Municipal Income Trust position peaked at $222K in Q4 2025.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.