Mascoma Wealth Management’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 |
-691
| Closed | -$7.42K | – | 520 |
|
|
2025
Q4 | $7.42K | Hold |
691
| – | – | ﹤0.01% | 342 |
|
|
2025
Q3 | $7.57K | Hold |
691
| – | – | ﹤0.01% | 349 |
|
|
2025
Q2 | $7.47K | Hold |
691
| – | – | ﹤0.01% | 353 |
|
|
2025
Q1 | $7.59K | Hold |
691
| – | – | ﹤0.01% | 356 |
|
|
2024
Q4 | $7.74K | Hold |
691
| – | – | ﹤0.01% | 366 |
|
|
2024
Q3 | $8.35K | Hold |
691
| – | – | ﹤0.01% | 339 |
|
|
2024
Q2 | $8.27K | Hold |
691
| – | – | ﹤0.01% | 353 |
|
|
2024
Q1 | $8.17K | Hold |
691
| – | – | ﹤0.01% | 336 |
|
|
2023
Q4 | $8.31K | Hold |
691
| – | – | ﹤0.01% | 334 |
|
|
2023
Q3 | $7.11K | Hold |
691
| – | – | ﹤0.01% | 353 |
|
|
2023
Q2 | $7.86K | Hold |
691
| – | – | ﹤0.01% | 340 |
|
|
2023
Q1 | $8.16K | Hold |
691
| – | – | ﹤0.01% | 429 |
|
|
2022
Q4 | $7.48K | Hold |
691
| – | – | ﹤0.01% | 444 |
|
|
2022
Q3 | $7K | Hold |
691
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $8K | Buy |
+691
| New | +$7.86K | ﹤0.01% | 440 |
|
Mascoma Wealth Management's BFZ Position: Q1 2026 in Review
Mascoma Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 691 shares — an estimated $7.42K sold.
Mascoma Wealth Management first reported a position in BFZ in Q2 2022 and held it in 15 quarters. The position peaked at $8.35K in Q3 2024. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- Mascoma Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- Mascoma Wealth Management sold 691 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $7.42K.
- Mascoma Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q2 2022 and held it in 15 quarters.
- Mascoma Wealth Management's BlackRock CA Municipal Income Trust position peaked at $8.35K in Q3 2024.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.