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
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

IFG Advisory's BSTZ Position: Q2 2022 in Review

IFG Advisory sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2022, closing a stake of 8,089 shares — an estimated $237K sold.

IFG Advisory first reported a position in BSTZ in Q2 2021 and held it in 4 quarters. The position peaked at $303K in Q2 2021. 92 funds tracked by Wall St. Rank hold BSTZ as of Q2 2022.

IFG Advisory reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2022 after selling out during the quarter.
IFG Advisory sold 8,089 BlackRock Science and Technology Term Trust shares in Q2 2022, an estimated $237K.
IFG Advisory first reported a position in BlackRock Science and Technology Term Trust in Q2 2021 and held it in 4 quarters.
IFG Advisory's BlackRock Science and Technology Term Trust position peaked at $303K in Q2 2021.
92 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2022.

Based on IFG Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.