GRP
BFZ

Global Retirement Partners’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Global Retirement 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
2025
Q4 		– Sell
-28,955
Closed -$317K – 4252
2025
Q3 		$317K Buy
28,955
+9,585
+49% +$102K 0.01% 961
2025
Q2 		$209K Buy
+19,370
New +$208K 0.01% 1067
2024
Q4 		$89.6K Sell
8,000
-2,159
-21% -$25.3K ﹤0.01% 1333
2024
Q3 		$123K Hold
10,159
– – ﹤0.01% 1138
2024
Q2 		$122K Hold
10,159
– – ﹤0.01% 1098
2024
Q1 		$120K Hold
10,159
– – ﹤0.01% 1001
2023
Q4 		$119K Sell
10,159
-22,000
-68% -$238K 0.01% 959
2023
Q3 		$327K Hold
32,159
– – 0.02% 537
2023
Q2 		$381K Hold
32,159
– – 0.02% 510
2023
Q1 		$383K Buy
32,159
+15,000
+87% +$169K 0.02% 486
2022
Q4 		$186K Buy
17,159
+10,024
+140% +$106K 0.01% 609
2022
Q3 		$72K Buy
7,135
+109
+2% +$1.23K 0.01% 880
2022
Q2 		$80K Buy
7,026
+26
+0.4% +$296 0.01% 825
2022
Q1 		$78K Buy
7,000
+3,000
+75% +$39.6K 0.01% 837
2021
Q4 		$58K Hold
4,000
– – 0.04% 88
2021
Q3 		$59K Hold
4,000
– – 0.01% 793
2021
Q2 		$60K Buy
4,000
+2,000
+100% +$29.4K 0.01% 779
2021
Q1 		$29K Buy
+2,000
New +$28.3K ﹤0.01% 982

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Global Retirement Partners's BFZ Position: Q4 2025 in Review

Global Retirement Partners sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2025, closing a stake of 28,955 shares — an estimated $317K sold.

Global Retirement Partners first reported a position in BFZ in Q1 2021 and held it in 18 quarters. The position peaked at $383K in Q1 2023. 69 funds tracked by Wall St. Rank hold BFZ as of Q4 2025.

  • Global Retirement Partners reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 28,955 BlackRock CA Municipal Income Trust shares in Q4 2025, an estimated $317K.
  • Global Retirement Partners first reported a position in BlackRock CA Municipal Income Trust in Q1 2021 and held it in 18 quarters.
  • Global Retirement Partners's BlackRock CA Municipal Income Trust position peaked at $383K in Q1 2023.
  • 69 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.