CIBC Private Wealth Group
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CIBC Private Wealth Group’s BlackRock Floating Rate Income Trust BGT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$18.1K Hold
1,600
– – ﹤0.01% 2197
2025
Q3 		$19.4K Hold
1,600
– – ﹤0.01% 2166
2025
Q2 		$20K Hold
1,600
– – ﹤0.01% 2017
2025
Q1 		$17.9K Buy
+1,600
New +$20.2K ﹤0.01% 2036
2024
Q4 		– Sell
-2,292
Closed -$29.7K – 2994
2024
Q3 		$29.7K Hold
2,292
– – ﹤0.01% 1979
2024
Q2 		$29.9K Hold
2,292
– – ﹤0.01% 1875
2024
Q1 		$30K Buy
+2,292
New +$29K ﹤0.01% 1878

Other funds holding BGT

GC
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

CIBC Private Wealth Group's BGT Position: Q4 2025 in Review

CIBC Private Wealth Group held its BlackRock Floating Rate Income Trust (BGT) position steady in Q4 2025 at 1,600 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

CIBC Private Wealth Group first reported a position in BGT in Q1 2024 and has held it in 7 quarters since. The position peaked at $30K in Q1 2024. 78 funds tracked by Wall St. Rank hold BGT as of Q4 2025.

  • CIBC Private Wealth Group held 1,600 shares of BlackRock Floating Rate Income Trust worth $18.1K as of Q4 2025.
  • CIBC Private Wealth Group left its BlackRock Floating Rate Income Trust share count unchanged in Q4 2025.
  • BlackRock Floating Rate Income Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2197 holding.
  • CIBC Private Wealth Group first reported a position in BlackRock Floating Rate Income Trust in Q1 2024 and has held it in 7 quarters since.
  • CIBC Private Wealth Group's BlackRock Floating Rate Income Trust position peaked at $30K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.