Cypress Wealth Services’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Cypress Wealth Services’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	-56,298	Closed	-$605K	–	401
2025 Q4	$605K	Buy	56,298 +1,159	+2%	+$12.6K	0.08%	188
2025 Q3	$604K	Buy	55,139 +912	+2%	+$9.7K	0.1%	160
2025 Q2	$586K	Buy	+54,227	New	+$584K	0.1%	155
2024 Q4	–	Sell	-20,700	Closed	-$250K	–	282
2024 Q3	$250K	Buy	+20,700	New	+$248K	0.05%	231

Cypress Wealth Services's BFZ Position: Q1 2026 in Review

Cypress Wealth Services sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 56,298 shares — an estimated $605K sold.

Cypress Wealth Services first reported a position in BFZ in Q3 2024 and held it in 4 quarters. The position peaked at $605K in Q4 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

Cypress Wealth Services reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Cypress Wealth Services sold 56,298 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $605K.
Cypress Wealth Services first reported a position in BlackRock CA Municipal Income Trust in Q3 2024 and held it in 4 quarters.
Cypress Wealth Services's BlackRock CA Municipal Income Trust position peaked at $605K in Q4 2025.
0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.