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SWM
Stockman Wealth Management’s
BlackRock Science and Technology Term Trust
BSTZ
Stock Holding History
Stockman Wealth Management’s Portfolio
BSTZ Stock Details
BSTZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$273K
Buy
12,303
+263
+2%
+$5.9K
0.03%
149
2025
Q4
$272K
Buy
12,040
+435
+4%
+$9.7K
0.03%
147
2025
Q3
$257K
Buy
11,605
+338
+3%
+$7.26K
0.03%
152
2025
Q2
$234K
Buy
11,267
+380
+3%
+$7.06K
0.03%
157
2025
Q1
$193K
Buy
10,887
+360
+3%
+$7.34K
0.03%
162
2024
Q4
$218K
Buy
10,527
+181
+2%
+$3.73K
0.03%
153
2024
Q3
$199K
Sell
10,346
-550
-5%
-$10.5K
0.03%
179
2024
Q2
$217K
Buy
10,896
+31
+0.3%
+$581
0.04%
164
2024
Q1
$211K
Buy
10,865
+375
+4%
+$6.73K
0.04%
170
2023
Q4
$175K
Buy
10,490
+293
+3%
+$4.74K
0.04%
169
2023
Q3
$168K
Sell
10,197
-274
-3%
-$4.84K
0.04%
179
2023
Q2
$190K
Sell
10,471
-3,800
-27%
-$65.4K
0.04%
182
2023
Q1
$267K
Sell
14,271
-14
-0.1%
-$246
0.06%
170
2022
Q4
$223K
Sell
14,285
-988
-6%
-$16.8K
0.05%
177
2022
Q3
$269K
Buy
15,273
+252
+2%
+$5.19K
0.07%
148
2022
Q2
$294K
Sell
15,021
-1,504
-9%
-$35.3K
0.08%
143
2022
Q1
$485K
Sell
16,525
-91
-0.5%
-$2.71K
0.1%
109
2021
Q4
$647K
Buy
16,616
+334
+2%
+$13.3K
0.13%
94
2021
Q3
$628K
Sell
16,282
-500
-3%
-$20.3K
0.14%
96
2021
Q2
$700K
Buy
16,782
+841
+5%
+$31.9K
0.17%
87
2021
Q1
$569K
Buy
+15,941
New
+$581K
0.16%
96
Other funds holding BSTZ
SCM
Saba Capital Management
New York
$3.12B AUM
13%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
RCM
Rivernorth Capital Management
West Palm Beach, Florida
$2B AUM
0.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Lazard Asset Management
New York
$60.7B AUM
22.47%
1-Year Est. Return
WS
Wedbush Securities
Los Angeles, California
$3.43B AUM
24.13%
1-Year Est. Return
KIM
Karpus Investment Management
Pittsford, New York
$3.21B AUM
6.83%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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