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North Berkeley Wealth Management, LLC

SEC CIK
0002062383
Latest filing
Jul 28, 2026

BFZ holding history

BlackRock California Municipal Income Trust in every 13F filed by North Berkeley Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BFZ overviewAll 13F holders of BFZFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of BFZ by North Berkeley Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−15,096−100.0%Sold outHolders
Q1 202515,096$165.8K0.2%00.0%UnchangedHolders
Q4 202415,096$169.1K0.2%–No prior filingHolders