Cerity Partners’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Cerity Partners’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	-15,271	Closed	-$164K	–	3252
2025 Q4	$164K	Buy	+15,271	New	+$166K	﹤0.01%	2685

Cerity Partners's BFZ Position: Q1 2026 in Review

Cerity Partners sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 15,271 shares — an estimated $164K sold.

Cerity Partners first reported a position in BFZ in Q4 2025 and held it in 1 quarter. The position peaked at $164K in Q4 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

Cerity Partners reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 15,271 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $164K.
Cerity Partners first reported a position in BlackRock CA Municipal Income Trust in Q4 2025 and held it in 1 quarter.
Cerity Partners's BlackRock CA Municipal Income Trust position peaked at $164K in Q4 2025.
0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.