CWM
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Centric Wealth Management’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Centric 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 		$248K Hold
19,859
– – 0.06% 163
2025
Q1 		$247K Buy
+19,859
New +$247K 0.06% 150