Farther Finance Advisors’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
-16,431
Closed -$176K 5769
2025
Q4
$176K Buy
16,431
+2,225
+16% +$24.2K ﹤0.01% 1990
2025
Q3
$156K Sell
14,206
-1,000
-7% -$10.6K ﹤0.01% 1757
2025
Q2
$164K Hold
15,206
﹤0.01% 1488
2025
Q1
$169K Buy
15,206
+1,122
+8% +$12.6K ﹤0.01% 1294
2024
Q4
$158K Hold
14,084
0.01% 1102
2024
Q3
$170K Buy
+14,084
New +$169K 0.01% 1057

Farther Finance Advisors's BFZ Position: Q1 2026 in Review

Farther Finance Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 16,431 shares — an estimated $176K sold.

Farther Finance Advisors first reported a position in BFZ in Q3 2024 and held it in 6 quarters. The position peaked at $176K in Q4 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

  • Farther Finance Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 16,431 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $176K.
  • Farther Finance Advisors first reported a position in BlackRock CA Municipal Income Trust in Q3 2024 and held it in 6 quarters.
  • Farther Finance Advisors's BlackRock CA Municipal Income Trust position peaked at $176K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.