NBWM
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North Berkeley Wealth Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

North Berkeley Wealth Management’s Portfolio BFZ Stock Details BFZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,096
Closed -$166K – 65
2025
Q1 		$166K Hold
15,096
– – 0.17% 59
2024
Q4 		$169K Buy
+15,096
New +$169K 0.17% 65