Meridian Investment Counsel’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 |
-20,525
| Closed | -$220K | – | 240 |
|
|
2025
Q4 | $220K | Sell |
20,525
-5,425
| -21% | -$59.1K | 0.05% | 227 |
|
|
2025
Q3 | $284K | Sell |
25,950
-3,250
| -11% | -$34.6K | 0.07% | 195 |
|
|
2025
Q2 | $316K | Hold |
29,200
| – | – | 0.09% | 179 |
|
|
2025
Q1 | $321K | Sell |
29,200
-2,500
| -8% | -$28.1K | 0.09% | 170 |
|
|
2024
Q4 | $355K | Sell |
31,700
-9,700
| -23% | -$114K | 0.11% | 160 |
|
|
2024
Q3 | $501K | Sell |
41,400
-2,000
| -5% | -$24K | 0.15% | 134 |
|
|
2024
Q2 | $519K | Sell |
43,400
-3,375
| -7% | -$39.6K | 0.16% | 134 |
|
|
2024
Q1 | $553K | Sell |
46,775
-4,000
| -8% | -$47.1K | 0.18% | 124 |
|
|
2023
Q4 | $611K | Sell |
50,775
-2,700
| -5% | -$29.3K | 0.21% | 113 |
|
|
2023
Q3 | $550K | Sell |
53,475
-11,200
| -17% | -$126K | 0.21% | 115 |
|
|
2023
Q2 | $767K | Sell |
64,675
-2,000
| -3% | -$23.5K | 0.27% | 92 |
|
|
2023
Q1 | $780K | Hold |
66,675
| – | – | 0.3% | 88 |
|
|
2022
Q4 | $722K | Sell |
66,675
-2,000
| -3% | -$21.2K | 0.29% | 93 |
|
|
2022
Q3 | $706K | Hold |
68,675
| – | – | 0.31% | 88 |
|
|
2022
Q2 | $778K | Hold |
68,675
| – | – | 0.32% | 86 |
|
|
2022
Q1 | $843K | Hold |
68,675
| – | – | 0.29% | 92 |
|
|
2021
Q4 | $999K | Sell |
68,675
-3,625
| -5% | -$53K | 0.33% | 85 |
|
|
2021
Q3 | $1.07M | Sell |
72,300
-1,000
| -1% | -$15K | 0.39% | 77 |
|
|
2021
Q2 | $1.1M | Hold |
73,300
| – | – | 0.39% | 75 |
|
|
2021
Q1 | $1.05M | Sell |
73,300
-500
| -0.7% | -$7.07K | 0.41% | 68 |
|
|
2020
Q4 | $1.05M | Hold |
73,800
| – | – | 0.44% | 63 |
|
|
2020
Q3 | $973K | Sell |
73,800
-5,000
| -6% | -$67.6K | 0.47% | 56 |
|
|
2020
Q2 | $1.04M | Sell |
78,800
-500
| -0.6% | -$6.33K | 0.53% | 52 |
|
|
2020
Q1 | $1.01M | Sell |
79,300
-4,500
| -5% | -$60.9K | 0.65% | 48 |
|
|
2019
Q4 | $1.14M | Buy |
83,800
+5,000
| +6% | +$67.6K | 0.56% | 53 |
|
|
2019
Q3 | $1.08M | Hold |
78,800
| – | – | 0.59% | 52 |
|
|
2019
Q2 | $1.04M | Sell |
78,800
-2,800
| -3% | -$36.6K | 0.58% | 52 |
|
|
2019
Q1 | $1.05M | Sell |
81,600
-1,500
| -2% | -$18.9K | 0.61% | 51 |
|
|
2018
Q4 | $995K | Sell |
83,100
-3,100
| -4% | -$37.7K | 0.65% | 50 |
|
|
2018
Q3 | $1.06M | Hold |
86,200
| – | – | 0.58% | 51 |
|
|
2018
Q2 | $1.12M | Sell |
86,200
-1,500
| -2% | -$19.5K | 0.63% | 47 |
|
|
2018
Q1 | $1.14M | Sell |
87,700
-450
| -0.5% | -$6K | 0.65% | 50 |
|
|
2017
Q4 | $1.22M | Sell |
88,150
-300
| -0.3% | -$4.28K | 0.66% | 47 |
|
|
2017
Q3 | $1.28M | Hold |
88,450
| – | – | 0.74% | 43 |
|
|
2017
Q2 | $1.27M | Buy |
88,450
+14,500
| +20% | +$208K | 0.76% | 43 |
|
|
2017
Q1 | $1.06M | Buy |
73,950
+20,200
| +38% | +$294K | 0.65% | 51 |
|
|
2016
Q4 | $779K | Buy |
53,750
+21,250
| +65% | +$320K | 0.52% | 64 |
|
|
2016
Q3 | $538K | Hold |
32,500
| – | – | 0.36% | 80 |
|
|
2016
Q2 | $549K | Sell |
32,500
-3,000
| -8% | -$49.5K | 0.37% | 79 |
|
|
2016
Q1 | $577K | Hold |
35,500
| – | – | 0.4% | 76 |
|
|
2015
Q4 | $566K | Hold |
35,500
| – | – | 0.42% | 70 |
|
|
2015
Q3 | $535K | Hold |
35,500
| – | – | 0.44% | 74 |
|
|
2015
Q2 | $515K | Sell |
35,500
-2,500
| -7% | -$38K | 0.37% | 84 |
|
|
2015
Q1 | $591K | Hold |
38,000
| – | – | 0.41% | 76 |
|
|
2014
Q4 | $569K | Hold |
38,000
| – | – | 0.41% | 77 |
|
|
2014
Q3 | $551K | Hold |
38,000
| – | – | 0.41% | 75 |
|
|
2014
Q2 | $564K | Hold |
38,000
| – | – | 0.44% | 75 |
|
|
2014
Q1 | $556K | Hold |
38,000
| – | – | 0.47% | 73 |
|
|
2013
Q4 | $520K | Buy |
+38,000
| New | +$523K | 0.44% | 76 |
|
Meridian Investment Counsel's BFZ Position: Q1 2026 in Review
Meridian Investment Counsel sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 20,525 shares — an estimated $220K sold.
Meridian Investment Counsel first reported a position in BFZ in Q4 2013 and held it in 49 quarters. The position peaked at $1.28M in Q3 2017. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- Meridian Investment Counsel reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- Meridian Investment Counsel sold 20,525 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $220K.
- Meridian Investment Counsel first reported a position in BlackRock CA Municipal Income Trust in Q4 2013 and held it in 49 quarters.
- Meridian Investment Counsel's BlackRock CA Municipal Income Trust position peaked at $1.28M in Q3 2017.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on Meridian Investment Counsel's 13F filing for Q1 2026, filed 28 Apr 2026.