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David J. Yvars Group’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

David J. Yvars Group’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$125K Buy
13,884
+94
+0.7% +$814 0.06% 107
2026
Q2 		$125K Buy
13,790
+101
+0.7% +$839 0.06% 104
2026
Q1 		$90.3K Sell
13,689
-73
-0.5% -$483 0.05% 91
2025
Q4 		$90.7K Buy
13,762
+129
+0.9% +$868 0.05% 90
2025
Q3 		$91.3K Buy
13,633
+209
+2% +$1.49K 0.05% 92
2025
Q2 		$98.5K Buy
13,424
+1,060
+9% +$7.01K 0.06% 81
2025
Q1 		$77.4K Buy
12,364
+1,663
+16% +$12.4K 0.06% 67
2024
Q4 		$79.6K Buy
10,701
+386
+4% +$2.97K 0.05% 77
2024
Q3 		$77.9K Sell
10,315
-1,700
-14% -$12.4K 0.05% 79
2024
Q2 		$86.9K Buy
12,015
+143
+1% +$1.06K 0.05% 77
2024
Q1 		$96.6K Sell
11,872
-10,471
-47% -$81.2K 0.07% 75
2023
Q4 		$164K Sell
22,343
-1,764
-7% -$12.4K 0.13% 70
2023
Q3 		$168K Buy
24,107
+1,794
+8% +$13.7K 0.14% 72
2023
Q2 		$175K Buy
22,313
+863
+4% +$6.53K 0.14% 75
2023
Q1 		$172K Buy
21,450
+1,843
+9% +$13.7K 0.16% 73
2022
Q4 		$134K Buy
19,607
+5,715
+41% +$40.8K 0.17% 62
2022
Q3 		$101K Buy
+13,892
New +$116K 0.11% 63

Other funds holding BTX

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

David J. Yvars Group's BTX Position: Q3 2026 in Review

David J. Yvars Group increased its BlackRock Technology and Private Equity Term Trust (BTX) stake by 0.68% in Q3 2026, buying an estimated $814 and bringing the position to 13,884 shares worth $125K. The position accounts for 0.06% of the portfolio, ranked #107.

David J. Yvars Group first reported a position in BTX in Q3 2022 and has held it in 17 quarters since. The position peaked at $175K in Q2 2023. 8 funds tracked by Wall St. Rank hold BTX as of Q3 2026.

  • David J. Yvars Group held 13,884 shares of BlackRock Technology and Private Equity Term Trust worth $125K as of Q3 2026.
  • David J. Yvars Group bought 94 BlackRock Technology and Private Equity Term Trust shares in Q3 2026, an estimated $814.
  • BlackRock Technology and Private Equity Term Trust made up 0.06% of David J. Yvars Group's portfolio in Q3 2026, its #107 holding.
  • David J. Yvars Group first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2022 and has held it in 17 quarters since.
  • David J. Yvars Group's BlackRock Technology and Private Equity Term Trust position peaked at $175K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.