GoalVest Advisory’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

GoalVest Advisory’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	$7.81K	Hold	260	–	–	﹤0.01%	359
2026 Q1	$5.76K	Hold	260	–	–	﹤0.01%	385
2025 Q4	$5.88K	Hold	260	–	–	﹤0.01%	466
2025 Q3	$5.76K	Buy	+260	New	+$5.59K	﹤0.01%	356

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

GoalVest Advisory's BSTZ Position: Q2 2026 in Review

GoalVest Advisory held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q2 2026 at 260 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

GoalVest Advisory first reported a position in BSTZ in Q3 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

GoalVest Advisory held 260 shares of BlackRock Science and Technology Term Trust worth $7.81K as of Q2 2026.
GoalVest Advisory left its BlackRock Science and Technology Term Trust share count unchanged in Q2 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #359 holding.
GoalVest Advisory first reported a position in BlackRock Science and Technology Term Trust in Q3 2025 and has held it in 4 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.