CCWM
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Cassaday & Co Wealth Management’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Cassaday & Co Wealth Management’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,941
Closed -$136K – 333
2025
Q1 		$136K Buy
+10,941
New +$136K ﹤0.01% 310