Nalls Sherbakoff Group’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Nalls Sherbakoff Group’s Portfolio BFZ Stock Details BFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.3K	Hold	400	–	–	﹤0.01%	378
2025 Q3	$4.38K	Hold	400	–	–	﹤0.01%	366
2025 Q2	$4.32K	Hold	400	–	–	﹤0.01%	362
2025 Q1	$4.39K	Buy	+400	New	+$4.5K	﹤0.01%	339
2023 Q4	$4.81K	Buy	+400	New	+$4.33K	﹤0.01%	306
2023 Q3	–	Sell	-400	Closed	-$4.62K	–	467
2023 Q2	$4.62K	Hold	400	–	–	﹤0.01%	308
2023 Q1	$4.61K	Buy	+400	New	+$4.5K	﹤0.01%	310
2018 Q4	$5K	Buy	+400	New	+$4.86K	0.01%	306

Other funds holding BFZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Nalls Sherbakoff Group's BFZ Position: Q4 2025 in Review

Nalls Sherbakoff Group held its BlackRock CA Municipal Income Trust (BFZ) position steady in Q4 2025 at 400 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Nalls Sherbakoff Group first reported a position in BFZ in Q4 2018 and has held it in 8 quarters since. The position peaked at $5K in Q4 2018. 69 funds tracked by Wall St. Rank hold BFZ as of Q4 2025.

Nalls Sherbakoff Group held 400 shares of BlackRock CA Municipal Income Trust worth $4.3K as of Q4 2025.
Nalls Sherbakoff Group left its BlackRock CA Municipal Income Trust share count unchanged in Q4 2025.
BlackRock CA Municipal Income Trust made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #378 holding.
Nalls Sherbakoff Group first reported a position in BlackRock CA Municipal Income Trust in Q4 2018 and has held it in 8 quarters since.
Nalls Sherbakoff Group's BlackRock CA Municipal Income Trust position peaked at $5K in Q4 2018.
69 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.