Nalls Sherbakoff Group’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
-400
Closed -$4.3K 423
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

Nalls Sherbakoff Group's BFZ Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 400 shares — an estimated $4.3K sold.

Nalls Sherbakoff Group first reported a position in BFZ in Q4 2018 and held it in 8 quarters. The position peaked at $5K in Q4 2018. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

  • Nalls Sherbakoff Group reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 400 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $4.3K.
  • Nalls Sherbakoff Group first reported a position in BlackRock CA Municipal Income Trust in Q4 2018 and held it in 8 quarters.
  • Nalls Sherbakoff Group's BlackRock CA Municipal Income Trust position peaked at $5K in Q4 2018.
  • 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.