BBPWM
BFZ

Blue Bell Private Wealth Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Blue Bell Private Wealth Management’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
Q3 		– Sell
-500
Closed -$5.41K – 737
2025
Q2 		$5.41K Hold
500
– – ﹤0.01% 576
2025
Q1 		$5.49K Buy
+500
New +$5.62K ﹤0.01% 567
2024
Q3 		– Sell
-1,138
Closed -$13.6K – 692
2024
Q2 		$13.6K Sell
1,138
-1,700
-60% -$20K ﹤0.01% 488
2024
Q1 		$33.5K Buy
2,838
+100
+4% +$1.18K 0.01% 404
2023
Q4 		$32.9K Buy
+2,738
New +$29.7K 0.01% 373

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Blue Bell Private Wealth Management's BFZ Position: Q3 2025 in Review

Blue Bell Private Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q3 2025, closing a stake of 500 shares — an estimated $5.41K sold.

Blue Bell Private Wealth Management first reported a position in BFZ in Q4 2023 and held it in 5 quarters. The position peaked at $33.5K in Q1 2024. 61 funds tracked by Wall St. Rank hold BFZ as of Q3 2025.

  • Blue Bell Private Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 500 BlackRock CA Municipal Income Trust shares in Q3 2025, an estimated $5.41K.
  • Blue Bell Private Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q4 2023 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's BlackRock CA Municipal Income Trust position peaked at $33.5K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q3 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.