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Sound Income Strategies’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Sound Income Strategies’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 		– Sell
-1,131
Closed -$25.6K – 737
2026
Q1 		$25.6K Buy
1,131
+131
+13% +$2.94K ﹤0.01% 1085
2025
Q4 		$22.8K Buy
+1,000
New +$22.3K ﹤0.01% 1101
2025
Q2 		– Sell
-790
Closed -$14K – 1623
2025
Q1 		$14K Hold
790
– – ﹤0.01% 812
2024
Q4 		$16.4K Buy
+790
New +$16.3K ﹤0.01% 720

Other funds holding BSTZ

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Sound Income Strategies's BSTZ Position: Q2 2026 in Review

Sound Income Strategies sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q2 2026, closing a stake of 1,131 shares — an estimated $25.6K sold.

Sound Income Strategies first reported a position in BSTZ in Q4 2024 and held it in 4 quarters. The position peaked at $25.6K in Q1 2026. 50 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • Sound Income Strategies reported no remaining BlackRock Science and Technology Term Trust position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,131 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $25.6K.
  • Sound Income Strategies first reported a position in BlackRock Science and Technology Term Trust in Q4 2024 and held it in 4 quarters.
  • Sound Income Strategies's BlackRock Science and Technology Term Trust position peaked at $25.6K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.