Evolve Private Wealth’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Evolve Private Wealth’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	-21,734	Closed	-$233K	–	1001
2025 Q4	$233K	Buy	+21,734	New	+$237K	0.01%	818

Evolve Private Wealth's BFZ Position: Q1 2026 in Review

Evolve Private Wealth sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 21,734 shares — an estimated $233K sold.

Evolve Private Wealth first reported a position in BFZ in Q4 2025 and held it in 1 quarter. The position peaked at $233K in Q4 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

Evolve Private Wealth reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Evolve Private Wealth sold 21,734 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $233K.
Evolve Private Wealth first reported a position in BlackRock CA Municipal Income Trust in Q4 2025 and held it in 1 quarter.
Evolve Private Wealth's BlackRock CA Municipal Income Trust position peaked at $233K in Q4 2025.
0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.