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Clarity Retirement & Wealth’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Clarity Retirement & Wealth’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
Q1 		– Sell
-20,481
Closed -$232K – 27
2025
Q4 		$232K Buy
+20,481
New +$237K 0.2% 33

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

Clarity Retirement & Wealth's BGT Position: Q1 2026 in Review

Clarity Retirement & Wealth sold out of BlackRock Floating Rate Income Trust (BGT) in Q1 2026, closing a stake of 20,481 shares — an estimated $232K sold.

Clarity Retirement & Wealth first reported a position in BGT in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 76 funds tracked by Wall St. Rank hold BGT as of Q1 2026.

  • Clarity Retirement & Wealth reported no remaining BlackRock Floating Rate Income Trust position as of Q1 2026 after selling out during the quarter.
  • Clarity Retirement & Wealth sold 20,481 BlackRock Floating Rate Income Trust shares in Q1 2026, an estimated $232K.
  • Clarity Retirement & Wealth first reported a position in BlackRock Floating Rate Income Trust in Q4 2025 and held it in 1 quarter.
  • Clarity Retirement & Wealth's BlackRock Floating Rate Income Trust position peaked at $232K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q1 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.