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MONECO Advisors’s BlackRock Floating Rate Income Trust BGT Stock Holding History

MONECO Advisors’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 		– Sell
-23,208
Closed -$282K – 509
2025
Q3 		$282K Hold
23,208
– – 0.02% 410
2025
Q2 		$291K Buy
23,208
+83
+0.4% +$1.01K 0.03% 382
2025
Q1 		$287K Hold
23,125
– – 0.03% 370
2024
Q4 		$297K Sell
23,125
-1,252
-5% -$16.3K 0.03% 367
2024
Q3 		$315K Buy
24,377
+1,150
+5% +$14.8K 0.04% 331
2024
Q2 		$296K Hold
23,227
– – 0.04% 319
2024
Q1 		$301K Buy
23,227
+5,582
+32% +$70.5K 0.05% 316
2023
Q4 		$218K Buy
+17,645
New +$211K 0.04% 352

Other funds holding BGT

Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Penserra Capital Management
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
Readystate Asset Management
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
Advisors Asset Management
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

MONECO Advisors's BGT Position: Q4 2025 in Review

MONECO Advisors sold out of BlackRock Floating Rate Income Trust (BGT) in Q4 2025, closing a stake of 23,208 shares — an estimated $282K sold.

MONECO Advisors first reported a position in BGT in Q4 2023 and held it in 8 quarters. The position peaked at $315K in Q3 2024. 78 funds tracked by Wall St. Rank hold BGT as of Q4 2025.

  • MONECO Advisors reported no remaining BlackRock Floating Rate Income Trust position as of Q4 2025 after selling out during the quarter.
  • MONECO Advisors sold 23,208 BlackRock Floating Rate Income Trust shares in Q4 2025, an estimated $282K.
  • MONECO Advisors first reported a position in BlackRock Floating Rate Income Trust in Q4 2023 and held it in 8 quarters.
  • MONECO Advisors's BlackRock Floating Rate Income Trust position peaked at $315K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q4 2025.

Based on MONECO Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.