Global Retirement Partners’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Global Retirement Partners’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	$249K	Buy	+8,287	New	+$229K	﹤0.01%	1445
2025 Q4	$167K	Buy	7,398 +6,154	+495%	+$137K	﹤0.01%	1581
2025 Q3	$27.6K	Buy	1,244 +36	+3%	+$774	﹤0.01%	2239
2025 Q2	$25.1K	Buy	+1,208	New	+$22.4K	﹤0.01%	2162
2024 Q2	–	Sell	-1,000	Closed	-$19.4K	–	3559
2024 Q1	$19.4K	Hold	1,000	–	–	﹤0.01%	1826
2023 Q4	$16.6K	Buy	+1,000	New	+$16.2K	﹤0.01%	1851
2023 Q1	–	Sell	-750	Closed	-$11.7K	–	3217
2022 Q4	$11.7K	Hold	750	–	–	﹤0.01%	1717
2022 Q3	$13K	Hold	750	–	–	﹤0.01%	1566
2022 Q2	$15K	Buy	+750	New	+$17.6K	﹤0.01%	1462
2020 Q2	–	Sell	-750	Closed	-$13K	–	1614
2020 Q1	$13K	Hold	750	–	–	﹤0.01%	934
2019 Q4	$15K	Buy	+750	New	+$15K	﹤0.01%	1034

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

Global Retirement Partners's BSTZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q2 2026: 8,287 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1445 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BSTZ as recently as Q4 2025.

Global Retirement Partners first reported a position in BSTZ in Q4 2019 and has held it in 11 quarters since. 151 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Global Retirement Partners held 8,287 shares of BlackRock Science and Technology Term Trust worth $249K as of Q2 2026.
BlackRock Science and Technology Term Trust was a new Global Retirement Partners position in Q2 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1445 holding.
Global Retirement Partners first reported a position in BlackRock Science and Technology Term Trust in Q4 2019 and has held it in 11 quarters since.
151 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.