HWP
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Highline Wealth Partners’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Highline Wealth 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 		$10.7K Hold
1,000
– – ﹤0.01% 572
2026
Q1 		$10.8K Hold
1,000
– – ﹤0.01% 431
2025
Q4 		$11.3K Hold
1,000
– – ﹤0.01% 372
2025
Q3 		$12.2K Buy
+1,000
New +$12.5K ﹤0.01% 379

Other funds holding BGT

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Highline Wealth Partners's BGT Position: Q2 2026 in Review

Highline Wealth Partners held its BlackRock Floating Rate Income Trust (BGT) position steady in Q2 2026 at 1,000 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Highline Wealth Partners first reported a position in BGT in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.2K in Q3 2025. 14 funds tracked by Wall St. Rank hold BGT as of Q2 2026.

  • Highline Wealth Partners held 1,000 shares of BlackRock Floating Rate Income Trust worth $10.7K as of Q2 2026.
  • Highline Wealth Partners left its BlackRock Floating Rate Income Trust share count unchanged in Q2 2026.
  • BlackRock Floating Rate Income Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #572 holding.
  • Highline Wealth Partners first reported a position in BlackRock Floating Rate Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's BlackRock Floating Rate Income Trust position peaked at $12.2K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.