Morgan Stanley’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 |
-718,538
| Closed | -$7.72M | – | 8308 |
|
|
2025
Q4 | $7.72M | Buy |
718,538
+36,721
| +5% | +$400K | ﹤0.01% | 3846 |
|
|
2025
Q3 | $7.47M | Buy |
681,817
+486,381
| +249% | +$5.17M | ﹤0.01% | 3807 |
|
|
2025
Q2 | $2.11M | Sell |
195,436
-64,012
| -25% | -$689K | ﹤0.01% | 4664 |
|
|
2025
Q1 | $2.85M | Buy |
259,448
+27,319
| +12% | +$307K | ﹤0.01% | 4370 |
|
|
2024
Q4 | $2.6M | Sell |
232,129
-145,595
| -39% | -$1.71M | ﹤0.01% | 4523 |
|
|
2024
Q3 | $4.57M | Sell |
377,724
-8,261
| -2% | -$99.1K | ﹤0.01% | 4028 |
|
|
2024
Q2 | $4.62M | Buy |
385,985
+4,818
| +1% | +$56.6K | ﹤0.01% | 3947 |
|
|
2024
Q1 | $4.51M | Buy |
381,167
+24,601
| +7% | +$290K | ﹤0.01% | 3991 |
|
|
2023
Q4 | $4.29M | Sell |
356,566
-9,789
| -3% | -$106K | ﹤0.01% | 4038 |
|
|
2023
Q3 | $3.77M | Sell |
366,355
-5,473
| -1% | -$61.8K | ﹤0.01% | 3943 |
|
|
2023
Q2 | $4.41M | Sell |
371,828
-3,599
| -1% | -$42.4K | ﹤0.01% | 3871 |
|
|
2023
Q1 | $4.39M | Buy |
375,427
+1,722
| +0.5% | +$19.4K | ﹤0.01% | 3888 |
|
|
2022
Q4 | $4.05M | Buy |
373,705
+3,552
| +1% | +$37.6K | ﹤0.01% | 3938 |
|
|
2022
Q3 | $3.81M | Buy |
370,153
+48,161
| +15% | +$544K | ﹤0.01% | 3919 |
|
|
2022
Q2 | $3.65M | Buy |
321,992
+45,681
| +17% | +$520K | ﹤0.01% | 4030 |
|
|
2022
Q1 | $3.39M | Sell |
276,311
-4,837
| -2% | -$63.9K | ﹤0.01% | 4079 |
|
|
2021
Q4 | $4.09M | Buy |
281,148
+10,950
| +4% | +$160K | ﹤0.01% | 3924 |
|
|
2021
Q3 | $3.98M | Buy |
270,198
+11,153
| +4% | +$167K | ﹤0.01% | 3963 |
|
|
2021
Q2 | $3.88M | Sell |
259,045
-8,559
| -3% | -$126K | ﹤0.01% | 4045 |
|
|
2021
Q1 | $3.84M | Sell |
267,604
-35,740
| -12% | -$505K | ﹤0.01% | 3688 |
|
|
2020
Q4 | $4.32M | Buy |
303,344
+34,398
| +13% | +$466K | ﹤0.01% | 3414 |
|
|
2020
Q3 | $3.55M | Sell |
268,946
-14,170
| -5% | -$191K | ﹤0.01% | 3067 |
|
|
2020
Q2 | $3.73M | Buy |
283,116
+10,570
| +4% | +$134K | ﹤0.01% | 2975 |
|
|
2020
Q1 | $3.46M | Buy |
272,546
+22,004
| +9% | +$298K | ﹤0.01% | 2815 |
|
|
2019
Q4 | $3.4M | Buy |
250,542
+22,267
| +10% | +$301K | ﹤0.01% | 3601 |
|
|
2019
Q3 | $3.12M | Buy |
228,275
+4,980
| +2% | +$67.7K | ﹤0.01% | 3378 |
|
|
2019
Q2 | $2.96M | Buy |
223,295
+11
| +0% | +$144 | ﹤0.01% | 3451 |
|
|
2019
Q1 | $2.87M | Buy |
223,284
+15,144
| +7% | +$191K | ﹤0.01% | 3265 |
|
|
2018
Q4 | $2.49M | Buy |
208,140
+55,972
| +37% | +$680K | ﹤0.01% | 3578 |
|
|
2018
Q3 | $1.88M | Sell |
152,168
-28,261
| -16% | -$360K | ﹤0.01% | 4052 |
|
|
2018
Q2 | $2.35M | Sell |
180,429
-899
| -0.5% | -$11.7K | ﹤0.01% | 3919 |
|
|
2018
Q1 | $2.35M | Sell |
181,328
-11,804
| -6% | -$157K | ﹤0.01% | 3843 |
|
|
2017
Q4 | $2.66M | Sell |
193,132
-66,569
| -26% | -$950K | ﹤0.01% | 3765 |
|
|
2017
Q3 | $3.77M | Buy |
259,701
+3,245
| +1% | +$47.2K | ﹤0.01% | 3273 |
|
|
2017
Q2 | $3.69M | Buy |
256,456
+19,563
| +8% | +$281K | ﹤0.01% | 3204 |
|
|
2017
Q1 | $3.38M | Buy |
236,893
+968
| +0.4% | +$14.1K | ﹤0.01% | 3301 |
|
|
2016
Q4 | $3.42M | Buy |
235,925
+3,003
| +1% | +$45.2K | ﹤0.01% | 3391 |
|
|
2016
Q3 | $3.85M | Buy |
232,922
+54,848
| +31% | +$916K | ﹤0.01% | 2924 |
|
|
2016
Q2 | $3.01M | Sell |
178,074
-13,196
| -7% | -$218K | ﹤0.01% | 3077 |
|
|
2016
Q1 | $3.11M | Buy |
191,270
+16,661
| +10% | +$267K | ﹤0.01% | 2952 |
|
|
2015
Q4 | $2.79M | Buy |
174,609
+19,324
| +12% | +$300K | ﹤0.01% | 3205 |
|
|
2015
Q3 | $2.34M | Buy |
155,285
+19,789
| +15% | +$292K | ﹤0.01% | 3364 |
|
|
2015
Q2 | $1.97M | Buy |
135,496
+1,996
| +1% | +$30.4K | ﹤0.01% | 3643 |
|
|
2015
Q1 | $2.08M | Buy |
133,500
+5,596
| +4% | +$86.4K | ﹤0.01% | 3562 |
|
|
2014
Q4 | $1.92M | Buy |
127,904
+19,366
| +18% | +$287K | ﹤0.01% | 3604 |
|
|
2014
Q3 | $1.57M | Sell |
108,538
-9,637
| -8% | -$140K | ﹤0.01% | 3631 |
|
|
2014
Q2 | $1.75M | Sell |
118,175
-43,663
| -27% | -$650K | ﹤0.01% | 3592 |
|
|
2014
Q1 | $2.37M | Buy |
161,838
+76,893
| +91% | +$1.1M | ﹤0.01% | 3266 |
|
|
2013
Q4 | $1.16M | Sell |
84,945
-2,555
| -3% | -$35.2K | ﹤0.01% | 3812 |
|
|
2013
Q3 | $1.23M | Buy |
87,500
+20,266
| +30% | +$279K | ﹤0.01% | 3621 |
|
|
2013
Q2 | $999K | Buy |
+67,234
| New | +$1.07M | ﹤0.01% | 3731 |
|
Morgan Stanley's BFZ Position: Q1 2026 in Review
Morgan Stanley sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 718,538 shares — an estimated $7.72M sold.
Morgan Stanley first reported a position in BFZ in Q2 2013 and held it in 51 quarters. The position peaked at $7.72M in Q4 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- Morgan Stanley reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- Morgan Stanley sold 718,538 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $7.72M.
- Morgan Stanley first reported a position in BlackRock CA Municipal Income Trust in Q2 2013 and held it in 51 quarters.
- Morgan Stanley's BlackRock CA Municipal Income Trust position peaked at $7.72M in Q4 2025.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.