IWC
BFZ

Integrated Wealth Concepts’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Integrated Wealth Concepts’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
Q1 		– Sell
-10,919
Closed -$122K – 1753
2024
Q4 		$122K Hold
10,919
– – ﹤0.01% 1645
2024
Q3 		$132K Hold
10,919
– – ﹤0.01% 1586
2024
Q2 		$131K Hold
10,919
– – ﹤0.01% 1561
2024
Q1 		$129K Hold
10,919
– – ﹤0.01% 1566
2023
Q4 		$131K Hold
10,919
– – ﹤0.01% 1508
2023
Q3 		$112K Sell
10,919
-1,000
-8% -$11.3K ﹤0.01% 1473
2023
Q2 		$141K Buy
+11,919
New +$140K ﹤0.01% 1464

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Integrated Wealth Concepts's BFZ Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2025, closing a stake of 10,919 shares — an estimated $122K sold.

Integrated Wealth Concepts first reported a position in BFZ in Q2 2023 and held it in 7 quarters. The position peaked at $141K in Q2 2023. 59 funds tracked by Wall St. Rank hold BFZ as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,919 BlackRock CA Municipal Income Trust shares in Q1 2025, an estimated $122K.
  • Integrated Wealth Concepts first reported a position in BlackRock CA Municipal Income Trust in Q2 2023 and held it in 7 quarters.
  • Integrated Wealth Concepts's BlackRock CA Municipal Income Trust position peaked at $141K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.