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

IFG 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	$17K	Buy	+566	New	+$15.6K	﹤0.01%	1687
2022 Q2	–	Sell	-8,089	Closed	-$237K	–	470
2022 Q1	$237K	Buy	8,089 +1,471	+22%	+$43.9K	0.02%	443
2021 Q4	$257K	Sell	6,618 -1,010	-13%	-$40.3K	0.03%	428
2021 Q3	$294K	Buy	7,628 +358	+5%	+$14.5K	0.03%	402
2021 Q2	$303K	Buy	+7,270	New	+$276K	0.03%	387

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

IFG Advisory's BSTZ Position: Q2 2026 in Review

IFG Advisory opened a new position in BlackRock Science and Technology Term Trust (BSTZ) in Q2 2026: 566 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1687 among its holdings. This is a return to the name: IFG Advisory previously reported a position in BSTZ as recently as Q1 2022.

IFG Advisory first reported a position in BSTZ in Q2 2021 and has held it in 5 quarters since. The position peaked at $303K in Q2 2021. 151 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

IFG Advisory held 566 shares of BlackRock Science and Technology Term Trust worth $17K as of Q2 2026.
BlackRock Science and Technology Term Trust was a new IFG Advisory position in Q2 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1687 holding.
IFG Advisory first reported a position in BlackRock Science and Technology Term Trust in Q2 2021 and has held it in 5 quarters since.
IFG Advisory's BlackRock Science and Technology Term Trust position peaked at $303K in Q2 2021.
151 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.