Mark Sheptoff Financial Planning’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Mark Sheptoff Financial Planning’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	$16.7K	Buy	556 +6	+1%	+$166	0.01%	302
2026 Q1	$15K	Buy	550 +16	+3%	+$359	0.01%	303
2025 Q4	$12.1K	Buy	534 +19	+4%	+$424	0.01%	332
2025 Q3	$11.4K	Buy	515 +15	+3%	+$322	0.01%	331
2025 Q2	$10.4K	Buy	+500	New	+$9.29K	0.01%	333

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

Mark Sheptoff Financial Planning's BSTZ Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 1.1% in Q2 2026, buying an estimated $166 and bringing the position to 556 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #302.

Mark Sheptoff Financial Planning 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.

Mark Sheptoff Financial Planning held 556 shares of BlackRock Science and Technology Term Trust worth $16.7K as of Q2 2026.
Mark Sheptoff Financial Planning bought 6 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $166.
BlackRock Science and Technology Term Trust made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #302 holding.
Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.