Sit Investment Associates’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 |
-119,023
| Closed | -$1.28M | – | 501 |
|
|
2025
Q4 | $1.28M | Buy |
119,023
+117,873
| +10,250% | +$1.28M | 0.03% | 355 |
|
|
2025
Q3 | $13K | Buy |
+1,150
| New | +$12.2K | ﹤0.01% | 507 |
|
|
2025
Q2 | – | Sell |
-38,669
| Closed | -$425K | – | 525 |
|
|
2025
Q1 | $425K | Hold |
38,669
| – | – | 0.01% | 426 |
|
|
2024
Q4 | $433K | Sell |
38,669
-364,030
| -90% | -$4.27M | 0.01% | 430 |
|
|
2024
Q3 | $4.87M | Sell |
402,699
-736,050
| -65% | -$8.83M | 0.11% | 203 |
|
|
2024
Q2 | $13.6M | Buy |
1,138,749
+64,815
| +6% | +$761K | 0.31% | 91 |
|
|
2024
Q1 | $12.7M | Buy |
1,073,934
+161,441
| +18% | +$1.9M | 0.29% | 98 |
|
|
2023
Q4 | $11M | Buy |
912,493
+386,184
| +73% | +$4.18M | 0.27% | 112 |
|
|
2023
Q3 | $5.42M | Buy |
526,309
+79,591
| +18% | +$899K | 0.15% | 184 |
|
|
2023
Q2 | $5.3M | Buy |
+446,718
| New | +$5.26M | 0.14% | 187 |
|
|
2022
Q1 | – | Sell |
-369,724
| Closed | -$5.38M | – | 517 |
|
|
2021
Q4 | $5.38M | Sell |
369,724
-175,000
| -32% | -$2.56M | 0.13% | 208 |
|
|
2021
Q3 | $8.04M | Sell |
544,724
-17,937
| -3% | -$268K | 0.21% | 146 |
|
|
2021
Q2 | $8.43M | Hold |
562,661
| – | – | 0.21% | 151 |
|
|
2021
Q1 | $8.08M | Sell |
562,661
-1,309
| -0.2% | -$18.5K | 0.21% | 144 |
|
|
2020
Q4 | $8.03M | Sell |
563,970
-271,934
| -33% | -$3.69M | 0.22% | 136 |
|
|
2020
Q3 | $11M | Sell |
835,904
-289,787
| -26% | -$3.92M | 0.32% | 90 |
|
|
2020
Q2 | $14.8M | Buy |
1,125,691
+55,093
| +5% | +$698K | 0.47% | 53 |
|
|
2020
Q1 | $13.6M | Sell |
1,070,598
-35,522
| -3% | -$481K | 0.51% | 49 |
|
|
2019
Q4 | $15M | Buy |
1,106,120
+338,189
| +44% | +$4.58M | 0.43% | 61 |
|
|
2019
Q3 | $10.5M | Buy |
767,931
+122,654
| +19% | +$1.67M | 0.32% | 99 |
|
|
2019
Q2 | $8.55M | Buy |
645,277
+197,471
| +44% | +$2.58M | 0.26% | 117 |
|
|
2019
Q1 | $5.75M | Buy |
447,806
+72,998
| +19% | +$919K | 0.18% | 153 |
|
|
2018
Q4 | $4.49M | Buy |
+374,808
| New | +$4.56M | 0.14% | 173 |
|
Sit Investment Associates's BFZ Position: Q1 2026 in Review
Sit Investment Associates sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 119,023 shares — an estimated $1.28M sold.
Sit Investment Associates first reported a position in BFZ in Q4 2018 and held it in 23 quarters. The position peaked at $15M in Q4 2019. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- Sit Investment Associates reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- Sit Investment Associates sold 119,023 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $1.28M.
- Sit Investment Associates first reported a position in BlackRock CA Municipal Income Trust in Q4 2018 and held it in 23 quarters.
- Sit Investment Associates's BlackRock CA Municipal Income Trust position peaked at $15M in Q4 2019.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.