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Client First Capital’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Client First Capital’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
Q1 		– Sell
-16,921
Closed -$218K – 19
2024
Q4 		$218K Buy
+16,921
New +$221K 0.11% 19

Other funds holding BGT

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Client First Capital's BGT Position: Q1 2025 in Review

Client First Capital sold out of BlackRock Floating Rate Income Trust (BGT) in Q1 2025, closing a stake of 16,921 shares — an estimated $218K sold.

Client First Capital first reported a position in BGT in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 62 funds tracked by Wall St. Rank hold BGT as of Q1 2025.

  • Client First Capital reported no remaining BlackRock Floating Rate Income Trust position as of Q1 2025 after selling out during the quarter.
  • Client First Capital sold 16,921 BlackRock Floating Rate Income Trust shares in Q1 2025, an estimated $218K.
  • Client First Capital first reported a position in BlackRock Floating Rate Income Trust in Q4 2024 and held it in 1 quarter.
  • Client First Capital's BlackRock Floating Rate Income Trust position peaked at $218K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q1 2025.

Based on Client First Capital's 13F filing for Q1 2025, filed 30 Apr 2025.