AssetMark Inc’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

AssetMark Inc’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.1K	Buy	1,135 +369	+48%	+$10.2K	﹤0.01%	1980
2026 Q1	$17K	Buy	766 +593	+343%	+$13.3K	﹤0.01%	2115
2025 Q4	$3.91K	Hold	173	–	–	﹤0.01%	2549
2025 Q3	$3.83K	Hold	173	–	–	﹤0.01%	2429
2025 Q2	$3.59K	Hold	173	–	–	﹤0.01%	2242
2025 Q1	$3.07K	Hold	173	–	–	﹤0.01%	2083
2024 Q4	$3.58K	Sell	173 -200	-54%	-$4.13K	﹤0.01%	2001
2024 Q3	$7.16K	Buy	373 +200	+116%	+$3.82K	﹤0.01%	1679
2024 Q2	$3.44K	Hold	173	–	–	﹤0.01%	1660
2024 Q1	$3.36K	Buy	+173	New	+$3.11K	﹤0.01%	1516

Other funds holding BSTZ

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc's BSTZ Position: Q2 2026 in Review

AssetMark Inc increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 48% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,135 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

AssetMark Inc first reported a position in BSTZ in Q1 2024 and has held it in 10 quarters since. 62 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

AssetMark Inc held 1,135 shares of BlackRock Science and Technology Term Trust worth $34.1K as of Q2 2026.
AssetMark Inc bought 369 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $10.2K.
BlackRock Science and Technology Term Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1980 holding.
AssetMark Inc first reported a position in BlackRock Science and Technology Term Trust in Q1 2024 and has held it in 10 quarters since.
62 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.