Carson Wealth (CWM LLC)’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 |
-6,153
| Closed | -$66K | – | 5682 |
|
|
2025
Q4 | $66K | Hold |
6,153
| – | – | ﹤0.01% | 3393 |
|
|
2025
Q3 | $67K | Hold |
6,153
| – | – | ﹤0.01% | 3282 |
|
|
2025
Q2 | $67K | Hold |
6,153
| – | – | ﹤0.01% | 3035 |
|
|
2025
Q1 | $68K | Hold |
6,153
| – | – | ﹤0.01% | 2720 |
|
|
2024
Q4 | $69K | Buy |
6,153
+2,305
| +60% | +$27K | ﹤0.01% | 2542 |
|
|
2024
Q3 | $47K | Hold |
3,848
| – | – | ﹤0.01% | 2731 |
|
|
2024
Q2 | $46K | Hold |
3,848
| – | – | ﹤0.01% | 2521 |
|
|
2024
Q1 | $45K | Hold |
3,848
| – | – | ﹤0.01% | 2349 |
|
|
2023
Q4 | $46K | Hold |
3,848
| – | – | ﹤0.01% | 2222 |
|
|
2023
Q3 | $40K | Hold |
3,848
| – | – | ﹤0.01% | 2199 |
|
|
2023
Q2 | $46K | Hold |
3,848
| – | – | ﹤0.01% | 2052 |
|
|
2023
Q1 | $45K | Hold |
3,848
| – | – | ﹤0.01% | 1930 |
|
|
2022
Q4 | $42K | Buy |
3,848
+2,884
| +299% | +$30.5K | ﹤0.01% | 1840 |
|
|
2022
Q3 | $10K | Hold |
964
| – | – | ﹤0.01% | 2660 |
|
|
2022
Q2 | $11K | Hold |
964
| – | – | ﹤0.01% | 2507 |
|
|
2022
Q1 | $12K | Buy |
+964
| New | +$12.7K | ﹤0.01% | 2355 |
|
Carson Wealth (CWM LLC)'s BFZ Position: Q1 2026 in Review
Carson Wealth (CWM LLC) sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 6,153 shares — an estimated $66K sold.
Carson Wealth (CWM LLC) first reported a position in BFZ in Q1 2022 and held it in 16 quarters. The position peaked at $69K in Q4 2024. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- Carson Wealth (CWM LLC) reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 6,153 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $66K.
- Carson Wealth (CWM LLC) first reported a position in BlackRock CA Municipal Income Trust in Q1 2022 and held it in 16 quarters.
- Carson Wealth (CWM LLC)'s BlackRock CA Municipal Income Trust position peaked at $69K in Q4 2024.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.