Independent Financial Group’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Independent Financial Group’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	$2.75M	Sell	91,500 -2,450	-3%	-$67.7K	0.05%	371
2026 Q1	$2.08M	Sell	93,950 -50	-0.1%	-$1.12K	0.05%	393
2025 Q4	$2.13M	Buy	94,000 +400	+0.4%	+$8.92K	0.05%	373
2025 Q3	$2.07M	Buy	93,600 +20,550	+28%	+$442K	0.05%	371
2025 Q2	$1.52M	Buy	+73,050	New	+$1.36M	0.04%	419

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

Independent Financial Group's BSTZ Position: Q2 2026 in Review

Independent Financial Group reduced its BlackRock Science and Technology Term Trust (BSTZ) stake by 2.6% in Q2 2026, selling an estimated $67.7K and leaving 91,500 shares worth $2.75M. The position accounts for 0.05% of the portfolio, ranked #371.

Independent Financial Group first reported a position in BSTZ in Q2 2025 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Independent Financial Group held 91,500 shares of BlackRock Science and Technology Term Trust worth $2.75M as of Q2 2026.
Independent Financial Group sold 2,450 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $67.7K.
BlackRock Science and Technology Term Trust made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #371 holding.
Independent Financial Group first reported a position in BlackRock Science and Technology Term Trust in Q2 2025 and has held it in 5 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.