UBS 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 |
-119,820
| Closed | -$1.29M | – | 10501 |
|
|
2025
Q4 | $1.29M | Sell |
119,820
-20,827
| -15% | -$227K | ﹤0.01% | 5366 |
|
|
2025
Q3 | $1.54M | Sell |
140,647
-23,023
| -14% | -$245K | ﹤0.01% | 5208 |
|
|
2025
Q2 | $1.77M | Sell |
163,670
-15,353
| -9% | -$165K | ﹤0.01% | 4946 |
|
|
2025
Q1 | $1.97M | Buy |
179,023
+26,719
| +18% | +$300K | ﹤0.01% | 4715 |
|
|
2024
Q4 | $1.71M | Buy |
152,304
+4,923
| +3% | +$57.8K | ﹤0.01% | 4875 |
|
|
2024
Q3 | $1.78M | Sell |
147,381
-1,003
| -0.7% | -$12K | ﹤0.01% | 4117 |
|
|
2024
Q2 | $1.78M | Sell |
148,384
-4,954
| -3% | -$58.2K | ﹤0.01% | 3887 |
|
|
2024
Q1 | $1.81M | Buy |
153,338
+11,562
| +8% | +$136K | ﹤0.01% | 4046 |
|
|
2023
Q4 | $1.71M | Buy |
141,776
+71,776
| +103% | +$778K | ﹤0.01% | 3985 |
|
|
2023
Q3 | $720K | Buy |
70,000
+5,789
| +9% | +$65.4K | ﹤0.01% | 4372 |
|
|
2023
Q2 | $762K | Sell |
64,211
-2,641
| -4% | -$31.1K | ﹤0.01% | 4480 |
|
|
2023
Q1 | $782K | Sell |
66,852
-11,705
| -15% | -$132K | ﹤0.01% | 4322 |
|
|
2022
Q4 | $851K | Buy |
78,557
+5,814
| +8% | +$61.5K | ﹤0.01% | 4228 |
|
|
2022
Q3 | $748K | Buy |
72,743
+18,238
| +33% | +$206K | ﹤0.01% | 3991 |
|
|
2022
Q2 | $618K | Sell |
54,505
-9,090
| -14% | -$103K | ﹤0.01% | 4099 |
|
|
2022
Q1 | $781K | Sell |
63,595
-3,279
| -5% | -$43.3K | ﹤0.01% | 4342 |
|
|
2021
Q4 | $973K | Sell |
66,874
-13,122
| -16% | -$192K | ﹤0.01% | 4412 |
|
|
2021
Q3 | $1.18M | Sell |
79,996
-1,293
| -2% | -$19.3K | ﹤0.01% | 4048 |
|
|
2021
Q2 | $1.22M | Sell |
81,289
-14,215
| -15% | -$209K | ﹤0.01% | 4010 |
|
|
2021
Q1 | $1.37M | Buy |
95,504
+2,040
| +2% | +$28.8K | ﹤0.01% | 3931 |
|
|
2020
Q4 | $1.33M | Buy |
93,464
+5,497
| +6% | +$74.5K | ﹤0.01% | 3778 |
|
|
2020
Q3 | $1.16M | Buy |
87,967
+3,972
| +5% | +$53.7K | ﹤0.01% | 3532 |
|
|
2020
Q2 | $1.11M | Sell |
83,995
-14,388
| -15% | -$182K | ﹤0.01% | 3422 |
|
|
2020
Q1 | $1.25M | Sell |
98,383
-12,605
| -11% | -$171K | ﹤0.01% | 3163 |
|
|
2019
Q4 | $1.5M | Sell |
110,988
-863
| -0.8% | -$11.7K | ﹤0.01% | 3835 |
|
|
2019
Q3 | $1.53M | Sell |
111,851
-34,692
| -24% | -$471K | ﹤0.01% | 3570 |
|
|
2019
Q2 | $1.94M | Sell |
146,543
-161,527
| -52% | -$2.11M | ﹤0.01% | 3175 |
|
|
2019
Q1 | $3.95M | Buy |
308,070
+417
| +0.1% | +$5.25K | ﹤0.01% | 2399 |
|
|
2018
Q4 | $3.68M | Sell |
307,653
-294,467
| -49% | -$3.58M | ﹤0.01% | 2453 |
|
|
2018
Q3 | $7.44M | Sell |
602,120
-138,666
| -19% | -$1.76M | ﹤0.01% | 2022 |
|
|
2018
Q2 | $9.65M | Buy |
740,786
+34,038
| +5% | +$442K | ﹤0.01% | 1788 |
|
|
2018
Q1 | $9.18M | Buy |
706,748
+249,301
| +54% | +$3.32M | ﹤0.01% | 1772 |
|
|
2017
Q4 | $6.3M | Buy |
457,447
+23,965
| +6% | +$342K | ﹤0.01% | 2127 |
|
|
2017
Q3 | $6.29M | Buy |
433,482
+73,528
| +20% | +$1.07M | ﹤0.01% | 2000 |
|
|
2017
Q2 | $5.17M | Buy |
359,954
+23,574
| +7% | +$338K | ﹤0.01% | 2120 |
|
|
2017
Q1 | $4.8M | Sell |
336,380
-4,456
| -1% | -$65K | ﹤0.01% | 2118 |
|
|
2016
Q4 | $4.94M | Buy |
340,836
+2,810
| +0.8% | +$42.3K | ﹤0.01% | 2109 |
|
|
2016
Q3 | $5.59M | Buy |
338,026
+26,037
| +8% | +$435K | ﹤0.01% | 1923 |
|
|
2016
Q2 | $5.27M | Sell |
311,989
-5,449
| -2% | -$89.8K | ﹤0.01% | 1912 |
|
|
2016
Q1 | $5.16M | Sell |
317,438
-326,317
| -51% | -$5.23M | ﹤0.01% | 1837 |
|
|
2015
Q4 | $10.3M | Sell |
643,755
-9,977
| -2% | -$155K | 0.01% | 1384 |
|
|
2015
Q3 | $9.85M | Buy |
653,732
+6,687
| +1% | +$98.7K | 0.01% | 1377 |
|
|
2015
Q2 | $9.39M | Sell |
647,045
-6,923
| -1% | -$105K | 0.01% | 1531 |
|
|
2015
Q1 | $10.2M | Buy |
653,968
+237,506
| +57% | +$3.67M | 0.01% | 1467 |
|
|
2014
Q4 | $6.24M | Buy |
+416,462
| New | +$6.17M | ﹤0.01% | 1892 |
|
UBS Group's BFZ Position: Q1 2026 in Review
UBS Group sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2026, closing a stake of 119,820 shares — an estimated $1.29M sold.
UBS Group first reported a position in BFZ in Q4 2014 and held it in 45 quarters. The position peaked at $10.3M in Q4 2015. 0 funds tracked by Wall St. Rank hold BFZ as of Q1 2026.
- UBS Group reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
- UBS Group sold 119,820 BlackRock CA Municipal Income Trust shares in Q1 2026, an estimated $1.29M.
- UBS Group first reported a position in BlackRock CA Municipal Income Trust in Q4 2014 and held it in 45 quarters.
- UBS Group's BlackRock CA Municipal Income Trust position peaked at $10.3M in Q4 2015.
- 0 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.