Stockman Wealth Management, Inc.
Position in BSTZ — BlackRock Science & Technology Term Trust
CIK 1389400
BILLINGS, MT
Position in BSTZ
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$272,511
+$287 QoQ
Shares Held
12,303
+2.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BSTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Stockman Wealth Management, Inc. holds $2,502,652 across 8 Asset Management names. BSTZ ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USA |
Liberty All Star Equity Fund
|
99,563 | $552,574 | |
| 2 | THW |
abrdn World Healthcare Fund
|
42,609 | $497,247 | |
| 3 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
30,000 | $306,300 | |
| 4 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
34,529 | $299,021 | |
| 5 | BSTZ |
BlackRock Science & Technology Term Trust
This page
|
12,303 | $272,511 | |
| 6 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
11,000 | $206,580 | |
| 7 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
10,000 | $204,600 | |
| 8 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
13,595 | $163,819 |
All Filings in BSTZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,511 | 12,303 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $272,224 | 12,040 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $257,166 | 11,605 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $233,790 | 11,267 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $193,135 | 10,887 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $218,014 | 10,527 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $198,643 | 10,346 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $216,939 | 10,896 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $210,781 | 10,865 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $175,287 | 10,490 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $168,250 | 10,197 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $189,629 | 10,471 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $266,724 | 14,271 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $223,417 | 14,285 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $269,415 | 15,273 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $294,261 | 15,021 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $485,339 | 16,525 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $647,027 | 16,616 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $628,159 | 16,282 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $699,977 | 16,782 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $568,934 | 15,941 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||