Cerity Partners
BGT icon

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

Cerity 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 		$2.5M Buy
234,119
+7,671
+3% +$83.1K ﹤0.01% 1468
2026
Q1 		$2.44M Buy
226,448
+7,290
+3% +$81.4K ﹤0.01% 1378
2025
Q4 		$2.48M Buy
+219,158
New +$2.54M ﹤0.01% 1278

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PCM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners's BGT Position: Q2 2026 in Review

Cerity Partners increased its BlackRock Floating Rate Income Trust (BGT) stake by 3.4% in Q2 2026, buying an estimated $83.1K and bringing the position to 234,119 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Cerity Partners first reported a position in BGT in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold BGT as of Q2 2026.

  • Cerity Partners held 234,119 shares of BlackRock Floating Rate Income Trust worth $2.5M as of Q2 2026.
  • Cerity Partners bought 7,671 BlackRock Floating Rate Income Trust shares in Q2 2026, an estimated $83.1K.
  • BlackRock Floating Rate Income Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1468 holding.
  • Cerity Partners first reported a position in BlackRock Floating Rate Income Trust in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.