TJHA
BSTZ icon

Thomas J. Herzfeld Advisors’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Thomas J. Herzfeld Advisors’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 		$4.99M Buy
166,033
+83,361
+101% +$2.3M 1.53% 16
2026
Q1 		$1.83M Sell
82,672
-132,504
-62% -$2.97M 0.62% 44
2025
Q4 		$4.87M Buy
215,176
+5,465
+3% +$122K 1.65% 19
2025
Q3 		$4.65M Buy
209,711
+28,401
+16% +$610K 1.59% 21
2025
Q2 		$3.76M Sell
181,310
-21,539
-11% -$400K 1.34% 22
2025
Q1 		$3.6M Sell
202,849
-23,490
-10% -$479K 1.22% 23
2024
Q4 		$4.69M Sell
226,339
-1,300
-0.6% -$26.8K 1.5% 20
2024
Q3 		$4.37M Buy
227,639
+8,249
+4% +$158K 1.46% 17
2024
Q2 		$4.37M Buy
219,390
+71,328
+48% +$1.34M 1.53% 13
2024
Q1 		$2.87M Buy
148,062
+16,533
+13% +$297K 1.02% 28
2023
Q4 		$2.2M Buy
131,529
+57,975
+79% +$938K 0.81% 42
2023
Q3 		$1.21M Sell
73,554
-2,585
-3% -$45.7K 0.47% 52
2023
Q2 		$1.38M Buy
76,139
+75,859
+27,093% +$1.31M 0.55% 53
2023
Q1 		$5.23K Sell
280
-158,723
-100% -$2.79M ﹤0.01% 224
2022
Q4 		$2.49M Buy
159,003
+158,903
+158,903% +$2.7M 1.02% 33
2022
Q3 		$2K Sell
100
-127,514
-100% -$2.63M ﹤0.01% 278
2022
Q2 		$2.5M Buy
127,614
+370
+0.3% +$8.68K 1.04% 26
2022
Q1 		$3.74M Sell
127,244
-38,513
-23% -$1.15M 1.4% 20
2021
Q4 		$6.46M Sell
165,757
-3,182
-2% -$127K 2.34% 7
2021
Q3 		$6.52M Sell
168,939
-5,094
-3% -$207K 2.88% 6
2021
Q2 		$7.26M Buy
174,033
+3,534
+2% +$134K 3.03% 4
2021
Q1 		$6.08M Buy
170,499
+80,487
+89% +$2.93M 2.76% 9
2020
Q4 		$3.27M Sell
90,012
-5,551
-6% -$171K 1.53% 14
2020
Q3 		$2.5M Buy
95,563
+75,796
+383% +$1.89M 1.68% 17
2020
Q2 		$498K Buy
+19,767
New +$401K 0.24% 71

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Thomas J. Herzfeld Advisors's BSTZ Position: Q2 2026 in Review

Thomas J. Herzfeld Advisors increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 101% in Q2 2026, buying an estimated $2.3M and bringing the position to 166,033 shares worth $4.99M. The position accounts for 1.53% of the portfolio, ranked #16.

Thomas J. Herzfeld Advisors first reported a position in BSTZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.26M in Q2 2021. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

  • Thomas J. Herzfeld Advisors held 166,033 shares of BlackRock Science and Technology Term Trust worth $4.99M as of Q2 2026.
  • Thomas J. Herzfeld Advisors bought 83,361 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $2.3M.
  • BlackRock Science and Technology Term Trust made up 1.53% of Thomas J. Herzfeld Advisors's portfolio in Q2 2026, its #16 holding.
  • Thomas J. Herzfeld Advisors first reported a position in BlackRock Science and Technology Term Trust in Q2 2020 and has held it in 25 quarters since.
  • Thomas J. Herzfeld Advisors's BlackRock Science and Technology Term Trust position peaked at $7.26M in Q2 2021.
  • 152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.