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Blackrock California Mun. Income Trust shares owned by Trilogy Capital

Quarter-by-quarter ownership of Blackrock California Mun. Income Trust (BFZ) shares owned by Trilogy Capital from 13F filings

Historical chart of Trilogy Capital investment in Blackrock California Mun. Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock California Mun. Income Trust held by Trilogy Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock California Mun. Income Trust by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 197k 10.95
2025-06-30 $1.5M 138k 10.81
2025-03-31 $1.3M 122k 10.98
2024-12-31 $1.2M 109k 11.20
2024-09-30 $1.3M 107k 12.09
2024-06-30 $327k 27k 11.97

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Agrgte (SPAB)
Wisdomtree Tr Emgring Mkts (EMMF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Trilogy Capital

Top funds holding Blackrock California Mun. Income Trust

Saba Capital Management
Guggenheim Capital, LLC Managers
Advisors Asset Management
Allspring Global Investments Holdings
Rivernorth Capital Management
LPL Financial
Wells Fargo & Company
Hennion & Walsh Asset Management
Trilogy Capital
Morgan Stanley
UBS Group
Atala Financial
Oder Investment Management
Ieq Capital
Hollencrest Securities

View all funds holding Blackrock California Mun. Income Trust