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JFS Wealth Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

JFS Wealth Advisors’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
2025
Q4 		– Sell
-815
Closed -$18.1K – 1924
2025
Q3 		$18.1K Buy
815
+9
+1% +$193 ﹤0.01% 718
2025
Q2 		$16.7K Buy
806
+9
+1% +$167 ﹤0.01% 699
2025
Q1 		$14.1K Buy
797
+9
+1% +$184 ﹤0.01% 766
2024
Q4 		$16.3K Buy
788
+8
+1% +$165 ﹤0.01% 696
2024
Q3 		$15K Buy
780
+9
+1% +$172 ﹤0.01% 718
2024
Q2 		$15.4K Sell
771
-234
-23% -$4.39K ﹤0.01% 663
2024
Q1 		$19.5K Buy
1,005
+8
+0.8% +$144 ﹤0.01% 631
2023
Q4 		$16.7K Buy
997
+9
+0.9% +$146 ﹤0.01% 630
2023
Q3 		$16.3K Buy
988
+12
+1% +$212 ﹤0.01% 593
2023
Q2 		$17.7K Buy
976
+13
+1% +$224 ﹤0.01% 574
2023
Q1 		$18K Buy
963
+13
+1% +$228 ﹤0.01% 561
2022
Q4 		$14.9K Buy
950
+15
+2% +$255 ﹤0.01% 595
2022
Q3 		$17K Buy
935
+11
+1% +$227 ﹤0.01% 601
2022
Q2 		$18K Buy
924
+11
+1% +$258 ﹤0.01% 601
2022
Q1 		$26K Buy
913
+5
+0.6% +$149 ﹤0.01% 541
2021
Q4 		$35K Buy
+908
New +$36.2K ﹤0.01% 477

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JFS Wealth Advisors's BSTZ Position: Q4 2025 in Review

JFS Wealth Advisors sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2025, closing a stake of 815 shares — an estimated $18.1K sold.

JFS Wealth Advisors first reported a position in BSTZ in Q4 2021 and held it in 16 quarters. The position peaked at $35K in Q4 2021. 125 funds tracked by Wall St. Rank hold BSTZ as of Q4 2025.

  • JFS Wealth Advisors reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 815 BlackRock Science and Technology Term Trust shares in Q4 2025, an estimated $18.1K.
  • JFS Wealth Advisors first reported a position in BlackRock Science and Technology Term Trust in Q4 2021 and held it in 16 quarters.
  • JFS Wealth Advisors's BlackRock Science and Technology Term Trust position peaked at $35K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.