Arax Advisory Partners’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Arax Advisory Partners’s Portfolio BGT Stock Details BGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10K	Buy	+938	New	+$10.2K	﹤0.01%	4331
2026 Q1	–	Sell	-1,130	Closed	-$12.8K	–	3835
2025 Q4	$12.8K	Buy	1,130 +1	+0.1%	+$12	﹤0.01%	2352
2025 Q3	$13.7K	Buy	+1,129	New	+$14.1K	﹤0.01%	2458

Other funds holding BGT

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arax Advisory Partners's BGT Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in BlackRock Floating Rate Income Trust (BGT) in Q2 2026: 938 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #4331 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BGT as recently as Q4 2025.

Arax Advisory Partners first reported a position in BGT in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.7K in Q3 2025. 77 funds tracked by Wall St. Rank hold BGT as of Q2 2026.

Arax Advisory Partners held 938 shares of BlackRock Floating Rate Income Trust worth $10K as of Q2 2026.
BlackRock Floating Rate Income Trust was a new Arax Advisory Partners position in Q2 2026.
BlackRock Floating Rate Income Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4331 holding.
Arax Advisory Partners first reported a position in BlackRock Floating Rate Income Trust in Q3 2025 and has held it in 3 quarters since.
Arax Advisory Partners's BlackRock Floating Rate Income Trust position peaked at $13.7K in Q3 2025.
77 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.