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

LM 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
2026 Q2	$1.13M	Buy	37,591 +36,733	+4,281%	+$1.01M	0.13%	100
2026 Q1	$38.7K	Sell	858 -82	-9%	-$1.84K	0.61%	46
2025 Q4	$41.6K	Sell	940 -44,588	-98%	-$994K	0.75%	38
2025 Q3	$1.01M	Sell	45,528 -4,329	-9%	-$93K	0.15%	90
2025 Q2	$1.03M	Sell	49,857 -8,509	-15%	-$158K	0.13%	81
2025 Q1	$1.03M	Sell	58,366 -12,808	-18%	-$261K	0.19%	85
2024 Q4	$1.47M	Sell	71,174 -21,019	-23%	-$434K	0.26%	68
2024 Q3	$1.77M	Sell	92,193 -47,507	-34%	-$907K	0.36%	53
2024 Q2	$2.78M	Sell	139,700 -6,539	-4%	-$123K	0.49%	41
2024 Q1	$2.84M	Hold	146,239	–	–	0.45%	40
2023 Q4	$2.44M	Buy	+146,239	New	+$2.36M	0.49%	40

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

LM Advisors's BSTZ Position: Q2 2026 in Review

LM Advisors increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 4,281% in Q2 2026, buying an estimated $1.01M and bringing the position to 37,591 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #100.

LM Advisors first reported a position in BSTZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q1 2024. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

LM Advisors held 37,591 shares of BlackRock Science and Technology Term Trust worth $1.13M as of Q2 2026.
LM Advisors bought 36,733 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $1.01M.
BlackRock Science and Technology Term Trust made up 0.13% of LM Advisors's portfolio in Q2 2026, its #100 holding.
LM Advisors first reported a position in BlackRock Science and Technology Term Trust in Q4 2023 and has held it in 11 quarters since.
LM Advisors's BlackRock Science and Technology Term Trust position peaked at $2.84M in Q1 2024.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.