MWM
BST icon

MGB Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

MGB Wealth Management’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,812
Closed -$202K – 309
2025
Q1 		$202K Buy
+5,812
New +$212K 0.07% 202

Other funds holding BST

Morgan Stanley
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MGB Wealth Management's BST Position: Q2 2025 in Review

MGB Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q2 2025, closing a stake of 5,812 shares — an estimated $202K sold.

MGB Wealth Management first reported a position in BST in Q1 2025 and held it in 1 quarter. The position peaked at $202K in Q1 2025. 127 funds tracked by Wall St. Rank hold BST as of Q2 2025.

  • MGB Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q2 2025 after selling out during the quarter.
  • MGB Wealth Management sold 5,812 BlackRock Science and Technology Trust shares in Q2 2025, an estimated $202K.
  • MGB Wealth Management first reported a position in BlackRock Science and Technology Trust in Q1 2025 and held it in 1 quarter.
  • MGB Wealth Management's BlackRock Science and Technology Trust position peaked at $202K in Q1 2025.
  • 127 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2025.

Based on MGB Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.