CWP
BFZ

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

Core Wealth 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
-15,320
Closed -$165K – 182
2025
Q4 		$165K Hold
15,320
– – 0.07% 169
2025
Q3 		$168K Hold
15,320
– – 0.08% 174
2025
Q2 		$166K Hold
15,320
– – 0.08% 167
2025
Q1 		$168K Hold
15,320
– – 0.1% 159
2024
Q4 		$172K Hold
15,320
– – 0.1% 162
2024
Q3 		$185K Hold
15,320
– – 0.11% 160
2024
Q2 		$183K Hold
15,320
– – 0.13% 143
2024
Q1 		$181K Hold
15,320
– – 0.14% 136
2023
Q4 		$184K Hold
15,320
– – 0.15% 117
2023
Q3 		$158K Hold
15,320
– – 0.14% 107
2023
Q2 		$182K Hold
15,320
– – 0.17% 107
2023
Q1 		$179K Buy
+15,320
New +$172K 0.18% 98

Core Wealth Partners's BFZ Position: Q1 2026 in Review

Core Wealth Partners sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 15,320 shares — an estimated $165K sold.

Core Wealth Partners first reported a position in BFZ in Q1 2023 and held it in 12 quarters. The position peaked at $185K in Q3 2024. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

  • Core Wealth Partners reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
  • Core Wealth Partners sold 15,320 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $165K.
  • Core Wealth Partners first reported a position in BlackRock CA Municipal Income Trust in Q1 2023 and held it in 12 quarters.
  • Core Wealth Partners's BlackRock CA Municipal Income Trust position peaked at $185K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Core Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.