Golden State Wealth Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Golden State Wealth Management’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	-10,572	Closed	-$116K	–	1692
2025 Q3	$116K	Hold	10,572	–	–	0.01%	475
2025 Q2	$114K	Hold	10,572	–	–	0.01%	451
2025 Q1	$116K	Hold	10,572	–	–	0.02%	411
2024 Q4	$118K	Buy	+10,572	New	+$124K	0.02%	400
2019 Q4	–	Sell	-4,033	Closed	-$55K	–	135
2019 Q3	$55K	Hold	4,033	–	–	0.02%	403
2019 Q2	$53K	Buy	4,033 +2,500	+163%	+$32.7K	0.02%	442
2019 Q1	$20K	Buy	+1,533	New	+$19.3K	0.01%	623

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 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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) 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

Golden State Wealth Management's BFZ Position: Q4 2025 in Review

Golden State Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2025, closing a stake of 10,572 shares — an estimated $116K sold.

Golden State Wealth Management first reported a position in BFZ in Q1 2019 and held it in 7 quarters. The position peaked at $118K in Q4 2024. 69 funds tracked by Wall St. Rank hold BFZ as of Q4 2025.

Golden State Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 10,572 BlackRock CA Municipal Income Trust shares in Q4 2025, an estimated $116K.
Golden State Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q1 2019 and held it in 7 quarters.
Golden State Wealth Management's BlackRock CA Municipal Income Trust position peaked at $118K in Q4 2024.
69 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.