LPL Financial’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 |
-251,285
| Closed | -$2.7M | – | 5984 |
|
|
2025
Q4 | $2.7M | Sell |
251,285
-21,249
| -8% | -$231K | ﹤0.01% | 3115 |
|
|
2025
Q3 | $2.98M | Buy |
272,534
+41,994
| +18% | +$447K | ﹤0.01% | 2951 |
|
|
2025
Q2 | $2.49M | Buy |
230,540
+2,138
| +0.9% | +$23K | ﹤0.01% | 2921 |
|
|
2025
Q1 | $2.51M | Buy |
228,402
+16,406
| +8% | +$184K | ﹤0.01% | 2743 |
|
|
2024
Q4 | $2.37M | Sell |
211,996
-19,474
| -8% | -$228K | ﹤0.01% | 2704 |
|
|
2024
Q3 | $2.8M | Buy |
231,470
+62,528
| +37% | +$750K | ﹤0.01% | 2425 |
|
|
2024
Q2 | $2.02M | Buy |
168,942
+17,324
| +11% | +$203K | ﹤0.01% | 2586 |
|
|
2024
Q1 | $1.79M | Buy |
151,618
+93,492
| +161% | +$1.1M | ﹤0.01% | 2620 |
|
|
2023
Q4 | $699K | Buy |
58,126
+14,698
| +34% | +$159K | ﹤0.01% | 3370 |
|
|
2023
Q3 | $447K | Buy |
43,428
+1,086
| +3% | +$12.3K | ﹤0.01% | 3578 |
|
|
2023
Q2 | $502K | Buy |
42,342
+8,211
| +24% | +$96.6K | ﹤0.01% | 3447 |
|
|
2023
Q1 | $399K | Buy |
34,131
+25
| +0.1% | +$281 | ﹤0.01% | 3515 |
|
|
2022
Q4 | $369K | Buy |
34,106
+7,303
| +27% | +$77.2K | ﹤0.01% | 3508 |
|
|
2022
Q3 | $276K | Buy |
26,803
+10,217
| +62% | +$115K | ﹤0.01% | 3664 |
|
|
2022
Q2 | $188K | Buy |
16,586
+359
| +2% | +$4.08K | ﹤0.01% | 3977 |
|
|
2022
Q1 | $199K | Buy |
16,227
+2,241
| +16% | +$29.6K | ﹤0.01% | 3829 |
|
|
2021
Q4 | $204K | Buy |
13,986
+199
| +1% | +$2.91K | ﹤0.01% | 3967 |
|
|
2021
Q3 | $203K | Buy |
13,787
+3,616
| +36% | +$54.1K | ﹤0.01% | 3973 |
|
|
2021
Q2 | $152K | Buy |
10,171
+2
| +0% | +$29 | ﹤0.01% | 3973 |
|
|
2021
Q1 | $146K | Sell |
10,169
-3,325
| -25% | -$47K | ﹤0.01% | 3858 |
|
|
2020
Q4 | $192K | Sell |
13,494
-100
| -0.7% | -$1.36K | ﹤0.01% | 3542 |
|
|
2020
Q3 | $179K | Buy |
+13,594
| New | +$184K | ﹤0.01% | 3238 |
|
|
2018
Q3 | – | Sell |
-13,987
| Closed | -$182K | – | 3236 |
|
|
2018
Q2 | $182K | Buy |
13,987
+535
| +4% | +$6.95K | ﹤0.01% | 3005 |
|
|
2018
Q1 | $175K | Buy |
+13,452
| New | +$179K | ﹤0.01% | 2987 |
|
|
2017
Q4 | – | Sell |
-10,873
| Closed | -$158K | – | 3026 |
|
|
2017
Q3 | $158K | Sell |
10,873
-94
| -0.9% | -$1.37K | ﹤0.01% | 2712 |
|
|
2017
Q2 | $158K | Sell |
10,967
-151,012
| -93% | -$2.17M | ﹤0.01% | 2645 |
|
|
2017
Q1 | $2.31M | Sell |
161,979
-1,315
| -0.8% | -$19.2K | 0.02% | 756 |
|
|
2016
Q4 | $2.38M | Buy |
163,294
+6,066
| +4% | +$91.3K | 0.02% | 716 |
|
|
2016
Q3 | $2.59M | Buy |
157,228
+1,655
| +1% | +$27.6K | 0.02% | 644 |
|
|
2016
Q2 | $2.64M | Sell |
155,573
-150,518
| -49% | -$2.48M | 0.02% | 619 |
|
|
2016
Q1 | $4.97M | Buy |
306,091
+8,896
| +3% | +$143K | 0.01% | 720 |
|
|
2015
Q4 | $4.74M | Buy |
297,195
+167,998
| +130% | +$2.61M | 0.01% | 741 |
|
|
2015
Q3 | $1.97M | Sell |
129,197
-5,634
| -4% | -$83.2K | 0.01% | 842 |
|
|
2015
Q2 | $1.98M | Buy |
134,831
+2,148
| +2% | +$32.7K | 0.01% | 914 |
|
|
2015
Q1 | $2.06M | Buy |
132,683
+16,882
| +15% | +$261K | 0.01% | 897 |
|
|
2014
Q4 | $1.74M | Buy |
115,801
+2,758
| +2% | +$40.9K | 0.01% | 972 |
|
|
2014
Q3 | $1.65M | Sell |
113,043
-598
| -0.5% | -$8.71K | 0.01% | 968 |
|
|
2014
Q2 | $1.69M | Sell |
113,641
-4,050
| -3% | -$60.3K | 0.01% | 991 |
|
|
2014
Q1 | $1.72M | Buy |
117,691
+13,689
| +13% | +$196K | 0.01% | 919 |
|
|
2013
Q4 | $1.42M | Sell |
104,002
-1,709
| -2% | -$23.5K | 0.01% | 1025 |
|
|
2013
Q3 | $1.44M | Sell |
105,711
-14,904
| -12% | -$205K | 0.01% | 979 |
|
|
2013
Q2 | $1.79M | Buy |
+120,615
| New | +$1.92M | 0.01% | 774 |
|
LPL Financial's BFZ Position: Q1 2026 in Review
LPL Financial sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 251,285 shares — an estimated $2.7M sold.
LPL Financial first reported a position in BFZ in Q2 2013 and held it in 42 quarters. The position peaked at $4.97M in Q1 2016. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- LPL Financial reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- LPL Financial sold 251,285 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $2.7M.
- LPL Financial first reported a position in BlackRock CA Municipal Income Trust in Q2 2013 and held it in 42 quarters.
- LPL Financial's BlackRock CA Municipal Income Trust position peaked at $4.97M in Q1 2016.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.