MA
BGT icon

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

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