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Sunbelt Securities’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Sunbelt Securities’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
Q1 		$152K Buy
6,847
+747
+12% +$16.8K 0.01% 716
2025
Q4 		$138K Hold
6,100
– – 0.01% 735
2025
Q3 		$135K Sell
6,100
-425
-7% -$9.13K 0.01% 751
2025
Q2 		$135K Buy
6,525
+425
+7% +$7.9K 0.01% 688
2025
Q1 		$108K Sell
6,100
-425
-7% -$8.67K 0.01% 714
2024
Q4 		$137K Sell
6,525
-1,126
-15% -$23.2K 0.01% 685
2024
Q3 		$147K Sell
7,651
-4,412
-37% -$84.3K 0.01% 678
2024
Q2 		$240K Buy
12,063
+78
+0.7% +$1.46K 0.02% 512
2024
Q1 		$233K Buy
11,985
+60
+0.5% +$1.08K 0.03% 497
2023
Q4 		$199K Sell
11,925
-184
-2% -$2.98K 0.03% 491
2023
Q3 		$200K Buy
12,109
+9,109
+304% +$161K 0.03% 480
2023
Q2 		$54.3K Hold
3,000
– – 0.01% 774
2023
Q1 		$53K Buy
+3,000
New +$52.7K 0.01% 732

Other funds holding BSTZ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Sunbelt Securities's BSTZ Position: Q1 2026 in Review

Sunbelt Securities increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 12% in Q1 2026, buying an estimated $16.8K and bringing the position to 6,847 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #716.

Sunbelt Securities first reported a position in BSTZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $240K in Q2 2024. 134 funds tracked by Wall St. Rank hold BSTZ as of Q1 2026.

  • Sunbelt Securities held 6,847 shares of BlackRock Science and Technology Term Trust worth $152K as of Q1 2026.
  • Sunbelt Securities bought 747 BlackRock Science and Technology Term Trust shares in Q1 2026, an estimated $16.8K.
  • BlackRock Science and Technology Term Trust made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #716 holding.
  • Sunbelt Securities first reported a position in BlackRock Science and Technology Term Trust in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's BlackRock Science and Technology Term Trust position peaked at $240K in Q2 2024.
  • 134 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.