DRP
BFZ

Decker Retirement Planning’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Decker Retirement Planning’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
2025
Q1 		– Sell
-900
Closed -$10.1K – 259
2024
Q4 		$10.1K Buy
+900
New +$10.6K 0.01% 264

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Decker Retirement Planning's BFZ Position: Q1 2025 in Review

Decker Retirement Planning sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2025, closing a stake of 900 shares — an estimated $10.1K sold.

Decker Retirement Planning first reported a position in BFZ in Q4 2024 and held it in 1 quarter. The position peaked at $10.1K in Q4 2024. 59 funds tracked by Wall St. Rank hold BFZ as of Q1 2025.

  • Decker Retirement Planning reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 900 BlackRock CA Municipal Income Trust shares in Q1 2025, an estimated $10.1K.
  • Decker Retirement Planning first reported a position in BlackRock CA Municipal Income Trust in Q4 2024 and held it in 1 quarter.
  • Decker Retirement Planning's BlackRock CA Municipal Income Trust position peaked at $10.1K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2025.

Based on Decker Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.