Blue Bell Private Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Blue Bell Private Wealth Management’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	$5.71M	Buy	190,304 +24,252	+15%	+$670K	0.71%	26
2026 Q1	$3.68M	Buy	166,052 +18,139	+12%	+$407K	0.53%	34
2025 Q4	$3.34M	Buy	147,913 +19,978	+16%	+$445K	0.49%	37
2025 Q3	$2.84M	Buy	127,935 +3,081	+2%	+$66.2K	0.43%	37
2025 Q2	$2.59M	Sell	124,854 -20,804	-14%	-$387K	0.43%	41
2025 Q1	$2.58M	Sell	145,658 -12,704	-8%	-$259K	0.49%	34
2024 Q4	$3.28M	Sell	158,362 -6,891	-4%	-$142K	0.62%	31
2024 Q3	$3.17M	Buy	165,253 +6,306	+4%	+$120K	0.61%	31
2024 Q2	$3.16M	Buy	158,947 +29,880	+23%	+$560K	0.65%	28
2024 Q1	$2.5M	Buy	129,067 +57,531	+80%	+$1.03M	0.54%	30
2023 Q4	$1.2M	Buy	71,536 +42,001	+142%	+$679K	0.29%	59
2023 Q3	$487K	Buy	29,535 +21,500	+268%	+$380K	0.13%	89
2023 Q2	$146K	Buy	8,035 +711	+10%	+$12.2K	0.04%	161
2023 Q1	$137K	Sell	7,324 -3,057	-29%	-$53.7K	0.04%	149
2022 Q4	$162K	Buy	10,381 +138	+1%	+$2.35K	0.05%	129
2022 Q3	$181K	Sell	10,243 -600	-6%	-$12.4K	0.06%	111
2022 Q2	$212K	Buy	10,843 +1,902	+21%	+$44.6K	0.07%	100
2022 Q1	$263K	Sell	8,941 -1,124	-11%	-$33.5K	0.07%	94
2021 Q4	$392K	Sell	10,065 -3,266	-24%	-$130K	0.1%	69
2021 Q3	$514K	Sell	13,331 -610	-4%	-$24.7K	0.15%	53
2021 Q2	$581K	Sell	13,941 -2,323	-14%	-$88.1K	0.17%	52
2021 Q1	$580K	Buy	16,264 +3,697	+29%	+$135K	0.18%	50
2020 Q4	$460K	Buy	12,567 +1,867	+17%	+$57.6K	0.16%	47
2020 Q3	$274K	Buy	10,700 +4,300	+67%	+$107K	0.11%	59
2020 Q2	$150K	Buy	6,400 +3,700	+137%	+$75.1K	0.07%	68
2020 Q1	$45K	Buy	+2,700	New	+$53K	0.03%	100

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Blue Bell Private Wealth Management's BSTZ Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 15% in Q2 2026, buying an estimated $670K and bringing the position to 190,304 shares worth $5.71M. The position accounts for 0.71% of the portfolio, ranked #26.

Blue Bell Private Wealth Management first reported a position in BSTZ in Q1 2020 and has held it in 26 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Blue Bell Private Wealth Management held 190,304 shares of BlackRock Science and Technology Term Trust worth $5.71M as of Q2 2026.
Blue Bell Private Wealth Management bought 24,252 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $670K.
BlackRock Science and Technology Term Trust made up 0.71% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #26 holding.
Blue Bell Private Wealth Management first reported a position in BlackRock Science and Technology Term Trust in Q1 2020 and has held it in 26 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.