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Modera Wealth Management, LLC → BSTZ

Modera Wealth Management, LLC BSTZ Position History

BlackRock Science and Technology Term Trust • Technology

Quarters held
5
Latest value
$56.1M
Q3 2026
Peak value
$67.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$67.6M
Q4 2025$61.1M
Q1 2026$53.7M
Q2 2026$52.1M
Q3 2026$56.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$56.1M53.0K——
Q2 2026$52.1M54.2K——
Q1 2026$53.7M55.9K——
Q4 2025$61.1M57.1K——
Q3 2025$67.6M57.9K——

Other funds holding BSTZ

Other Modera Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$710.3M
VGES

VANGUARD INDEX FDS

$662.4M
VGES

VANGUARD INDEX FDS

$584.6M
VGES

VANGUARD INDEX FDS

$583.9M
VGES

VANGUARD INDEX FDS

$542.3M
VGES

VANGUARD INDEX FDS

$407.8M
BX

VANGUARD SPECIALIZED FUNDS

$405.1M
VGES

VANGUARD INDEX FDS

$398.9M