IEQ Capital’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

IEQ Capital’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	-91,821	Closed	-$986K	–	1909
2025 Q4	$986K	Buy	91,821 +1,543	+2%	+$16.8K	﹤0.01%	1052
2025 Q3	$989K	Buy	90,278 +73,403	+435%	+$781K	﹤0.01%	1005
2025 Q2	$182K	Sell	16,875 -1,320,234	-99%	-$14.2M	﹤0.01%	1629
2025 Q1	$14.7M	Buy	+1,337,109	New	+$15M	0.12%	133

IEQ Capital's BFZ Position: Q1 2026 in Review

IEQ Capital sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 91,821 shares — an estimated $986K sold.

IEQ Capital first reported a position in BFZ in Q1 2025 and held it in 4 quarters. The position peaked at $14.7M in Q1 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

IEQ Capital reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 91,821 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $986K.
IEQ Capital first reported a position in BlackRock CA Municipal Income Trust in Q1 2025 and held it in 4 quarters.
IEQ Capital's BlackRock CA Municipal Income Trust position peaked at $14.7M in Q1 2025.
0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.