TrueMark Investments’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

TrueMark Investments’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	$1.92M	Buy	64,075 +4,236	+7%	+$117K	0.24%	79
2026 Q1	$1.33M	Buy	59,839 +3,453	+6%	+$77.4K	0.26%	76
2025 Q4	$1.27M	Buy	56,386 +1,386	+3%	+$30.9K	0.24%	87
2025 Q3	$1.22M	Buy	+55,000	New	+$1.18M	0.21%	113

Other funds holding BSTZ

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

TrueMark Investments's BSTZ Position: Q2 2026 in Review

TrueMark Investments increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 7.1% in Q2 2026, buying an estimated $117K and bringing the position to 64,075 shares worth $1.92M. The position accounts for 0.24% of the portfolio, ranked #79.

TrueMark Investments first reported a position in BSTZ in Q3 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold BSTZ as of Q2 2026.

TrueMark Investments held 64,075 shares of BlackRock Science and Technology Term Trust worth $1.92M as of Q2 2026.
TrueMark Investments bought 4,236 BlackRock Science and Technology Term Trust shares in Q2 2026, an estimated $117K.
BlackRock Science and Technology Term Trust made up 0.24% of TrueMark Investments's portfolio in Q2 2026, its #79 holding.
TrueMark Investments first reported a position in BlackRock Science and Technology Term Trust in Q3 2025 and has held it in 4 quarters since.
152 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.