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 Q3	$353K	Hold	12,000	–	–	﹤0.01%	637
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's BSTZ Position: Q3 2026 in Review

Mather Group held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q3 2026 at 12,000 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Mather Group first reported a position in BSTZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $360K in Q2 2026. 9 funds tracked by Wall St. Rank hold BSTZ as of Q3 2026.

Mather Group held 12,000 shares of BlackRock Science and Technology Term Trust worth $353K as of Q3 2026.
Mather Group left its BlackRock Science and Technology Term Trust share count unchanged in Q3 2026.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #637 holding.
Mather Group first reported a position in BlackRock Science and Technology Term Trust in Q3 2024 and has held it in 9 quarters since.
Mather Group's BlackRock Science and Technology Term Trust position peaked at $360K in Q2 2026.
9 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.