Northwestern Mutual Wealth Management’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 |
-2,206
| Closed | -$23.7K | – | 4150 |
|
|
2025
Q4 | $23.7K | Hold |
2,206
| – | – | ﹤0.01% | 2680 |
|
|
2025
Q3 | $24.2K | Hold |
2,206
| – | – | ﹤0.01% | 2600 |
|
|
2025
Q2 | $23.8K | Hold |
2,206
| – | – | ﹤0.01% | 2512 |
|
|
2025
Q1 | $24.2K | Hold |
2,206
| – | – | ﹤0.01% | 2439 |
|
|
2024
Q4 | $24.7K | Hold |
2,206
| – | – | ﹤0.01% | 2430 |
|
|
2024
Q3 | $26.7K | Hold |
2,206
| – | – | ﹤0.01% | 2367 |
|
|
2024
Q2 | $26.4K | Hold |
2,206
| – | – | ﹤0.01% | 2310 |
|
|
2024
Q1 | $26.1K | Hold |
2,206
| – | – | ﹤0.01% | 2318 |
|
|
2023
Q4 | $26.5K | Hold |
2,206
| – | – | ﹤0.01% | 2305 |
|
|
2023
Q3 | $22.7K | Hold |
2,206
| – | – | ﹤0.01% | 2276 |
|
|
2023
Q2 | $26.2K | Hold |
2,206
| – | – | ﹤0.01% | 2220 |
|
|
2023
Q1 | $25.8K | Hold |
2,206
| – | – | ﹤0.01% | 2178 |
|
|
2022
Q4 | $23.9K | Hold |
2,206
| – | – | ﹤0.01% | 2191 |
|
|
2022
Q3 | $23K | Hold |
2,206
| – | – | ﹤0.01% | 2156 |
|
|
2022
Q2 | $25K | Hold |
2,206
| – | – | ﹤0.01% | 2146 |
|
|
2022
Q1 | $27K | Hold |
2,206
| – | – | ﹤0.01% | 2172 |
|
|
2021
Q4 | $32K | Hold |
2,206
| – | – | ﹤0.01% | 2141 |
|
|
2021
Q3 | $33K | Hold |
2,206
| – | – | ﹤0.01% | 2039 |
|
|
2021
Q2 | $33K | Hold |
2,206
| – | – | ﹤0.01% | 1988 |
|
|
2021
Q1 | $32K | Hold |
2,206
| – | – | ﹤0.01% | 1881 |
|
|
2020
Q4 | $31K | Hold |
2,206
| – | – | ﹤0.01% | 1799 |
|
|
2020
Q3 | $29K | Hold |
2,206
| – | – | ﹤0.01% | 1674 |
|
|
2020
Q2 | $29K | Hold |
2,206
| – | – | ﹤0.01% | 1607 |
|
|
2020
Q1 | $28K | Hold |
2,206
| – | – | ﹤0.01% | 1580 |
|
|
2019
Q4 | $30K | Hold |
2,206
| – | – | ﹤0.01% | 1615 |
|
|
2019
Q3 | $30K | Hold |
2,206
| – | – | ﹤0.01% | 1583 |
|
|
2019
Q2 | $29K | Hold |
2,206
| – | – | ﹤0.01% | 1584 |
|
|
2019
Q1 | $28K | Hold |
2,206
| – | – | ﹤0.01% | 1578 |
|
|
2018
Q4 | $26K | Hold |
2,206
| – | – | ﹤0.01% | 1501 |
|
|
2018
Q3 | $27K | Hold |
2,206
| – | – | ﹤0.01% | 1542 |
|
|
2018
Q2 | $29K | Hold |
2,206
| – | – | ﹤0.01% | 1457 |
|
|
2018
Q1 | $29K | Hold |
2,206
| – | – | ﹤0.01% | 1393 |
|
|
2017
Q4 | $30K | Sell |
2,206
-72
| -3% | -$1.03K | ﹤0.01% | 1346 |
|
|
2017
Q3 | $33K | Hold |
2,278
| – | – | ﹤0.01% | 1263 |
|
|
2017
Q2 | $33K | Buy |
2,278
+2,206
| +3,064% | +$31.7K | ﹤0.01% | 1216 |
|
|
2017
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 1900 |
|
|
2016
Q4 | $1K | Buy |
+72
| New | +$1.08K | ﹤0.01% | 2130 |
|
|
2016
Q3 | – | Sell |
-72
| Closed | -$1K | – | 314 |
|
|
2016
Q2 | $1K | Hold |
72
| – | – | ﹤0.01% | 1919 |
|
|
2016
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 1972 |
|
|
2015
Q4 | $1K | Buy |
+72
| New | +$1.12K | ﹤0.01% | 1486 |
|
Northwestern Mutual Wealth Management's BFZ Position: Q1 2026 in Review
Northwestern Mutual Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 2,206 shares — an estimated $23.7K sold.
Northwestern Mutual Wealth Management first reported a position in BFZ in Q4 2015 and held it in 40 quarters. The position peaked at $33K in Q3 2021. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- Northwestern Mutual Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 2,206 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $23.7K.
- Northwestern Mutual Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q4 2015 and held it in 40 quarters.
- Northwestern Mutual Wealth Management's BlackRock CA Municipal Income Trust position peaked at $33K in Q3 2021.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.