BFO
BSTZ icon

Biltmore Family Office’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Biltmore Family Office’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
Q1 		$217K Hold
9,791
– – 0.03% 236
2025
Q4 		$221K Hold
9,791
– – 0.03% 219
2025
Q3 		$217K Hold
9,791
– – 0.03% 210
2025
Q2 		$203K Buy
+9,791
New +$182K 0.03% 210
2025
Q1 		– Sell
-9,791
Closed -$203K – 272
2024
Q4 		$203K Buy
+9,791
New +$202K 0.03% 201
2023
Q4 		– Sell
-28,659
Closed -$473K – 234
2023
Q3 		$473K Buy
+28,659
New +$506K 0.11% 115

Other funds holding BSTZ

SCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return