NBWM
BFZ

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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 +$177K 0.17% 65

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

North Berkeley Wealth Management's BFZ Position: Q2 2025 in Review

North Berkeley Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2025, closing a stake of 15,096 shares — an estimated $166K sold.

North Berkeley Wealth Management first reported a position in BFZ in Q4 2024 and held it in 2 quarters. The position peaked at $169K in Q4 2024. 53 funds tracked by Wall St. Rank hold BFZ as of Q2 2025.

  • North Berkeley Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • North Berkeley Wealth Management sold 15,096 BlackRock CA Municipal Income Trust shares in Q2 2025, an estimated $166K.
  • North Berkeley Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q4 2024 and held it in 2 quarters.
  • North Berkeley Wealth Management's BlackRock CA Municipal Income Trust position peaked at $169K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2025.

Based on North Berkeley Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.