Back to BTX
HB Wealth Management, LLC → BTX
HB Wealth Management, LLC BTX Position History
BlackRock Innovation and Growth Term Trust • Financial Services
Quarters held
2
Latest value
$99K
Q3 2026
Peak value
$133K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $133K |
| Q3 2026 | $99K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $99K | 11.0K | — | — |
| Q2 2026 | $133K | 14.7K | — | — |
Other funds holding BTX
$50.3M
$38.1M
$35.8M
$24.8M
$23.2M
$21.6M
$21.1M
$12.5M