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 Q3	–	Sell	-260	Closed	-$7.81K	–	730
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's BSTZ Position: Q3 2026 in Review

GoalVest Advisory sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q3 2026, closing a stake of 260 shares — an estimated $7.81K sold.

GoalVest Advisory first reported a position in BSTZ in Q3 2025 and held it in 4 quarters. The position peaked at $7.81K in Q2 2026. 9 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

GoalVest Advisory reported no remaining BlackRock Science and Technology Term Trust position as of Q3 2026 after selling out during the quarter.
GoalVest Advisory sold 260 BlackRock Science and Technology Term Trust shares in Q3 2026, an estimated $7.81K.
GoalVest Advisory first reported a position in BlackRock Science and Technology Term Trust in Q3 2025 and held it in 4 quarters.
GoalVest Advisory's BlackRock Science and Technology Term Trust position peaked at $7.81K in Q2 2026.
9 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.