Mather Group’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Mather 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 Q2	$360K	Hold	12,000	–	–	﹤0.01%	615
2026 Q1	$266K	Hold	12,000	–	–	﹤0.01%	653
2025 Q4	$271K	Hold	12,000	–	–	﹤0.01%	548
2025 Q3	$266K	Hold	12,000	–	–	﹤0.01%	548
2025 Q2	$249K	Hold	12,000	–	–	﹤0.01%	546
2025 Q1	$213K	Hold	12,000	–	–	﹤0.01%	570
2024 Q4	$249K	Hold	12,000	–	–	﹤0.01%	501
2024 Q3	$230K	Buy	+12,000	New	+$229K	﹤0.01%	530

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

Mather Group's BSTZ Position: Q2 2026 in Review

Mather Group held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q2 2026 at 12,000 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Mather Group first reported a position in BSTZ in Q3 2024 and has held it in 8 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

Mather Group held 12,000 shares of BlackRock Science and Technology Term Trust worth $360K as of Q2 2026.
Mather Group left its BlackRock Science and Technology Term Trust share count unchanged in Q2 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #615 holding.
Mather Group first reported a position in BlackRock Science and Technology Term Trust in Q3 2024 and has held it in 8 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.