IAIM
BTX

International Assets Investment Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

International Assets Investment Management’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,034
Closed -$72.7K – 2373
2025
Q4 		$72.7K Buy
+11,034
New +$74.2K 0.01% 1095
2024
Q4 		– Sell
-22,318
Closed -$2.96K – 2026
2024
Q3 		$2.96K Buy
+22,318
New +$163K 0.01% 750

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

International Assets Investment Management's BTX Position: Q1 2026 in Review

International Assets Investment Management sold out of BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026, closing a stake of 11,034 shares — an estimated $72.7K sold.

International Assets Investment Management first reported a position in BTX in Q3 2024 and held it in 2 quarters. The position peaked at $72.7K in Q4 2025. 109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • International Assets Investment Management reported no remaining BlackRock Technology and Private Equity Term Trust position as of Q1 2026 after selling out during the quarter.
  • International Assets Investment Management sold 11,034 BlackRock Technology and Private Equity Term Trust shares in Q1 2026, an estimated $72.7K.
  • International Assets Investment Management first reported a position in BlackRock Technology and Private Equity Term Trust in Q3 2024 and held it in 2 quarters.
  • International Assets Investment Management's BlackRock Technology and Private Equity Term Trust position peaked at $72.7K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.