Regatta Capital 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
-20,673
Closed -$222K 218
2025
Q4
$222K Sell
20,673
-7
-0% -$76 0.03% 194
2025
Q3
$226K Sell
20,680
-341
-2% -$3.63K 0.04% 201
2025
Q2
$227K Hold
21,021
0.04% 196
2025
Q1
$231K Hold
21,021
0.04% 172
2024
Q4
$235K Hold
21,021
0.05% 170
2024
Q3
$254K Sell
21,021
-30,365
-59% -$364K 0.05% 169
2024
Q2
$615K Sell
51,386
-1,400
-3% -$16.4K 0.13% 100
2024
Q1
$624K Sell
52,786
-1,750
-3% -$20.6K 0.14% 100
2023
Q4
$656K Sell
54,536
-9,820
-15% -$106K 0.17% 89
2023
Q3
$662K Sell
64,356
-4,093
-6% -$46.2K 0.21% 82
2023
Q2
$812K Sell
68,449
-32,468
-32% -$382K 0.26% 77
2023
Q1
$1.09M Hold
100,917
0.39% 64
2022
Q4
$1.09M Sell
100,917
-167,062
-62% -$1.77M 0.39% 64
2022
Q3
$3.04M Buy
267,979
+116,017
+76% +$1.31M 1.24% 16
2022
Q2
$1.72M Sell
151,962
-114,022
-43% -$1.3M 0.82% 22
2022
Q1
$3.27M Buy
265,984
+1,939
+0.7% +$25.6K 1.13% 19
2021
Q4
$3.84M Buy
+264,045
New +$3.86M 1.34% 15

Regatta Capital Group's BFZ Position: Q1 2026 in Review

Regatta Capital Group sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 20,673 shares — an estimated $222K sold.

Regatta Capital Group first reported a position in BFZ in Q4 2021 and held it in 17 quarters. The position peaked at $3.84M in Q4 2021. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

  • Regatta Capital Group reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
  • Regatta Capital Group sold 20,673 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $222K.
  • Regatta Capital Group first reported a position in BlackRock CA Municipal Income Trust in Q4 2021 and held it in 17 quarters.
  • Regatta Capital Group's BlackRock CA Municipal Income Trust position peaked at $3.84M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.