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 Q3	$2.71M	Buy	91,975 +475	+0.5%	+$14.1K	0.05%	378
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Independent Financial Group's BSTZ Position: Q3 2026 in Review

Independent Financial Group increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 0.52% in Q3 2026, buying an estimated $14.1K and bringing the position to 91,975 shares worth $2.71M. The position accounts for 0.05% of the portfolio, ranked #378.

Independent Financial Group first reported a position in BSTZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.75M in Q2 2026. 9 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

Independent Financial Group held 91,975 shares of BlackRock Science and Technology Term Trust worth $2.71M as of Q3 2026.
Independent Financial Group bought 475 BlackRock Science and Technology Term Trust shares in Q3 2026, an estimated $14.1K.
BlackRock Science and Technology Term Trust made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #378 holding.
Independent Financial Group first reported a position in BlackRock Science and Technology Term Trust in Q2 2025 and has held it in 6 quarters since.
Independent Financial Group's BlackRock Science and Technology Term Trust position peaked at $2.75M in Q2 2026.
9 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.