Commonwealth Equity Services’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 |
-15,012
| Closed | -$161K | – | 4321 |
|
|
2025
Q4 | $161K | Buy |
15,012
+536
| +4% | +$5.84K | ﹤0.01% | 4031 |
|
|
2025
Q3 | $159K | Sell |
14,476
-5,478
| -27% | -$58.3K | ﹤0.01% | 4004 |
|
|
2025
Q2 | $216K | Sell |
19,954
-2,968
| -13% | -$31.9K | ﹤0.01% | 3862 |
|
|
2025
Q1 | $252K | Buy |
22,922
+20
| +0.1% | +$225 | ﹤0.01% | 3641 |
|
|
2024
Q4 | $257K | Buy |
22,902
+1,037
| +5% | +$12.2K | ﹤0.01% | 3555 |
|
|
2024
Q3 | $264K | Sell |
21,865
-17,196
| -44% | -$206K | ﹤0.01% | 3460 |
|
|
2024
Q2 | $468K | Sell |
39,061
-128
| -0.3% | -$1.5K | ﹤0.01% | 2892 |
|
|
2024
Q1 | $463K | Buy |
39,189
+22,253
| +131% | +$262K | ﹤0.01% | 2881 |
|
|
2023
Q4 | $204K | Buy |
16,936
+27
| +0.2% | +$293 | ﹤0.01% | 3491 |
|
|
2023
Q3 | $174K | Buy |
16,909
+18
| +0.1% | +$203 | ﹤0.01% | 3429 |
|
|
2023
Q2 | $200K | Buy |
16,891
+17
| +0.1% | +$200 | ﹤0.01% | 3408 |
|
|
2023
Q1 | $197 | Buy |
16,874
+11
| +0.1% | +$124 | ﹤0.01% | 3322 |
|
|
2022
Q4 | $182K | Sell |
16,863
-120
| -0.7% | -$1.27K | ﹤0.01% | 3267 |
|
|
2022
Q3 | $174K | Sell |
16,983
-1,542
| -8% | -$17.4K | ﹤0.01% | 3230 |
|
|
2022
Q2 | $209K | Sell |
18,525
-13,700
| -43% | -$156K | ﹤0.01% | 3155 |
|
|
2022
Q1 | $395K | Buy |
32,225
+4,711
| +17% | +$62.2K | ﹤0.01% | 2723 |
|
|
2021
Q4 | $400K | Buy |
27,514
+16,769
| +156% | +$245K | ﹤0.01% | 2714 |
|
|
2021
Q3 | $158K | Sell |
10,745
-4,304
| -29% | -$64.4K | ﹤0.01% | 3338 |
|
|
2021
Q2 | $225K | Buy |
15,049
+14
| +0.1% | +$206 | ﹤0.01% | 3163 |
|
|
2021
Q1 | $215K | Buy |
15,035
+1,339
| +10% | +$18.9K | ﹤0.01% | 3069 |
|
|
2020
Q4 | $194K | Buy |
13,696
+6
| +0% | +$81 | ﹤0.01% | 2934 |
|
|
2020
Q3 | $180K | Sell |
13,690
-2,925
| -18% | -$39.5K | ﹤0.01% | 2758 |
|
|
2020
Q2 | $218K | Buy |
16,615
+5
| +0% | +$63 | ﹤0.01% | 2523 |
|
|
2020
Q1 | $210K | Buy |
16,610
+3
| +0% | +$41 | ﹤0.01% | 2352 |
|
|
2019
Q4 | $225K | Sell |
16,607
-5,353
| -24% | -$72.4K | ﹤0.01% | 2528 |
|
|
2019
Q3 | $300K | Sell |
21,960
-3,695
| -14% | -$50.2K | ﹤0.01% | 2237 |
|
|
2019
Q2 | $339K | Sell |
25,655
-3,505
| -12% | -$45.8K | ﹤0.01% | 2099 |
|
|
2019
Q1 | $374K | Buy |
29,160
+2,448
| +9% | +$30.8K | ﹤0.01% | 1981 |
|
|
2018
Q4 | $319K | Sell |
26,712
-5,685
| -18% | -$69.1K | ﹤0.01% | 1963 |
|
|
2018
Q3 | $400K | Sell |
32,397
-7,680
| -19% | -$97.7K | ﹤0.01% | 1944 |
|
|
2018
Q2 | $522K | Buy |
40,077
+11,803
| +42% | +$153K | ﹤0.01% | 1706 |
|
|
2018
Q1 | $367K | Sell |
28,274
-495
| -2% | -$6.6K | ﹤0.01% | 1918 |
|
|
2017
Q4 | $396K | Buy |
28,769
+499
| +2% | +$7.12K | ﹤0.01% | 1857 |
|
|
2017
Q3 | $410K | Sell |
28,270
-2,567
| -8% | -$37.3K | ﹤0.01% | 1751 |
|
|
2017
Q2 | $443K | Sell |
30,837
-1,665
| -5% | -$23.9K | ﹤0.01% | 1649 |
|
|
2017
Q1 | $464K | Buy |
32,502
+2,595
| +9% | +$37.8K | ﹤0.01% | 1551 |
|
|
2016
Q4 | $433K | Sell |
29,907
-673
| -2% | -$10.1K | ﹤0.01% | 1489 |
|
|
2016
Q3 | $506K | Buy |
30,580
+529
| +2% | +$8.84K | ﹤0.01% | 1373 |
|
|
2016
Q2 | $508K | Buy |
30,051
+2,243
| +8% | +$37K | ﹤0.01% | 1349 |
|
|
2016
Q1 | $452K | Sell |
27,808
-261
| -0.9% | -$4.18K | ﹤0.01% | 1375 |
|
|
2015
Q4 | $448K | Buy |
28,069
+1,593
| +6% | +$24.7K | ﹤0.01% | 1337 |
|
|
2015
Q3 | $399K | Buy |
26,476
+51
| +0.2% | +$753 | ﹤0.01% | 1376 |
|
|
2015
Q2 | $383K | Sell |
26,425
-165
| -0.6% | -$2.51K | ﹤0.01% | 1494 |
|
|
2015
Q1 | $413K | Sell |
26,590
-3,556
| -12% | -$54.9K | ﹤0.01% | 1433 |
|
|
2014
Q4 | $452K | Sell |
30,146
-727
| -2% | -$10.8K | 0.01% | 1331 |
|
|
2014
Q3 | $448K | Buy |
30,873
+13,328
| +76% | +$194K | 0.01% | 1318 |
|
|
2014
Q2 | $260K | Buy |
+17,545
| New | +$261K | ﹤0.01% | 1650 |
|
|
2014
Q1 | – | Sell |
-10,363
| Closed | -$142K | – | 2001 |
|
|
2013
Q4 | $142K | Sell |
10,363
-8,991
| -46% | -$124K | ﹤0.01% | 1776 |
|
|
2013
Q3 | $272K | Sell |
19,354
-6,695
| -26% | -$92.2K | ﹤0.01% | 1432 |
|
|
2013
Q2 | $387K | Buy |
+26,049
| New | +$414K | 0.01% | 1160 |
|
Commonwealth Equity Services's BFZ Position: Q1 2026 in Review
Commonwealth Equity Services sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 15,012 shares — an estimated $161K sold.
Commonwealth Equity Services first reported a position in BFZ in Q2 2013 and held it in 50 quarters. The position peaked at $522K in Q2 2018. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- Commonwealth Equity Services reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- Commonwealth Equity Services sold 15,012 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $161K.
- Commonwealth Equity Services first reported a position in BlackRock CA Municipal Income Trust in Q2 2013 and held it in 50 quarters.
- Commonwealth Equity Services's BlackRock CA Municipal Income Trust position peaked at $522K in Q2 2018.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.