Tortuga Wealth Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Tortuga 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
2026 Q1	–	Sell	-29,800	Closed	-$320K	–	121
2025 Q4	$320K	Buy	+29,800	New	+$324K	0.34%	67

Tortuga Wealth Management's BFZ Position: Q1 2026 in Review

Tortuga Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 29,800 shares — an estimated $320K sold.

Tortuga Wealth Management first reported a position in BFZ in Q4 2025 and held it in 1 quarter. The position peaked at $320K in Q4 2025. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.

Tortuga Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Tortuga Wealth Management sold 29,800 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $320K.
Tortuga Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q4 2025 and held it in 1 quarter.
Tortuga Wealth Management's BlackRock CA Municipal Income Trust position peaked at $320K in Q4 2025.
0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.