Root Financial Partners’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Root Financial Partners’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
2026 Q1	–	Sell	-1,100	Closed	-$11.8K	–	3475
2025 Q4	$11.8K	Hold	1,100	–	–	﹤0.01%	1428
2025 Q3	$12K	Buy	+1,100	New	+$11.7K	﹤0.01%	1374

Root Financial Partners's BFZ Position: Q1 2026 in Review

Root Financial Partners sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 1,100 shares — an estimated $11.8K sold.

Root Financial Partners first reported a position in BFZ in Q3 2025 and held it in 2 quarters. The position peaked at $12K in Q3 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

Root Financial Partners reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 1,100 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $11.8K.
Root Financial Partners first reported a position in BlackRock CA Municipal Income Trust in Q3 2025 and held it in 2 quarters.
Root Financial Partners's BlackRock CA Municipal Income Trust position peaked at $12K in Q3 2025.
0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.