CIBC Private Wealth Group
BGT icon

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 $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return