Melfa 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 |
-75,913
| Closed | -$815K | – | 197 |
|
|
2025
Q4 | $815K | Buy |
75,913
+12
| +0% | +$131 | 0.47% | 56 |
|
|
2025
Q3 | $831K | Buy |
75,901
+10
| +0% | +$106 | 0.49% | 53 |
|
|
2025
Q2 | $820K | Buy |
75,891
+9
| +0% | +$97 | 0.52% | 49 |
|
|
2025
Q1 | $833K | Buy |
75,882
+6
| +0% | +$67 | 0.56% | 46 |
|
|
2024
Q4 | $850K | Buy |
75,876
+11
| +0% | +$129 | 0.57% | 47 |
|
|
2024
Q3 | $917K | Buy |
75,865
+8
| +0% | +$96 | 0.61% | 44 |
|
|
2024
Q2 | $908K | Buy |
75,857
+58
| +0.1% | +$681 | 0.63% | 42 |
|
|
2024
Q1 | $896K | Buy |
75,799
+107
| +0.1% | +$1.26K | 0.65% | 42 |
|
|
2023
Q4 | $911K | Buy |
75,692
+187
| +0.2% | +$2.03K | 0.86% | 33 |
|
|
2023
Q3 | $777K | Sell |
75,505
-3,606
| -5% | -$40.7K | 0.84% | 31 |
|
|
2023
Q2 | $938K | Sell |
79,111
-10,541
| -12% | -$124K | 0.95% | 25 |
|
|
2023
Q1 | $1.05M | Sell |
89,652
-12,341
| -12% | -$139K | 1.05% | 24 |
|
|
2022
Q4 | $1.1M | Buy |
+101,993
| New | +$1.08M | 1.15% | 23 |
|
Melfa Wealth Management's BFZ Position: Q1 2026 in Review
Melfa Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 75,913 shares — an estimated $815K sold.
Melfa Wealth Management first reported a position in BFZ in Q4 2022 and held it in 13 quarters. The position peaked at $1.1M in Q4 2022. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- Melfa Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- Melfa Wealth Management sold 75,913 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $815K.
- Melfa Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q4 2022 and held it in 13 quarters.
- Melfa Wealth Management's BlackRock CA Municipal Income Trust position peaked at $1.1M in Q4 2022.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.