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

Mosaic Financial 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
2025 Q1	–	Sell	-10,000	Closed	-$207K	–	118
2024 Q4	$207K	Hold	10,000	–	–	0.15%	118
2024 Q3	$192K	Hold	10,000	–	–	0.14%	121
2024 Q2	$199K	Hold	10,000	–	–	0.14%	115
2024 Q1	$194K	Buy	+10,000	New	+$180K	0.16%	121

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Mosaic Financial Group's BSTZ Position: Q1 2025 in Review

Mosaic Financial Group sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q1 2025, closing a stake of 10,000 shares — an estimated $207K sold.

Mosaic Financial Group first reported a position in BSTZ in Q1 2024 and held it in 4 quarters. The position peaked at $207K in Q4 2024. 105 funds tracked by Wall St. Rank hold BSTZ as of Q1 2025.

Mosaic Financial Group reported no remaining BlackRock Science and Technology Term Trust position as of Q1 2025 after selling out during the quarter.
Mosaic Financial Group sold 10,000 BlackRock Science and Technology Term Trust shares in Q1 2025, an estimated $207K.
Mosaic Financial Group first reported a position in BlackRock Science and Technology Term Trust in Q1 2024 and held it in 4 quarters.
Mosaic Financial Group's BlackRock Science and Technology Term Trust position peaked at $207K in Q4 2024.
105 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2025.

Based on Mosaic Financial Group's 13F filing for Q1 2025, filed 14 May 2025.