QFW
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QTR Family Wealth’s BlackRock Floating Rate Income Trust BGT Stock Holding History

QTR Family 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
2025
Q4 		– Sell
-27,000
Closed -$328K – 283
2025
Q3 		$328K Buy
+27,000
New +$336K 0.16% 148

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
RAM
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
AAM
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

QTR Family Wealth's BGT Position: Q4 2025 in Review

QTR Family Wealth sold out of BlackRock Floating Rate Income Trust (BGT) in Q4 2025, closing a stake of 27,000 shares — an estimated $328K sold.

QTR Family Wealth first reported a position in BGT in Q3 2025 and held it in 1 quarter. The position peaked at $328K in Q3 2025. 78 funds tracked by Wall St. Rank hold BGT as of Q4 2025.

  • QTR Family Wealth reported no remaining BlackRock Floating Rate Income Trust position as of Q4 2025 after selling out during the quarter.
  • QTR Family Wealth sold 27,000 BlackRock Floating Rate Income Trust shares in Q4 2025, an estimated $328K.
  • QTR Family Wealth first reported a position in BlackRock Floating Rate Income Trust in Q3 2025 and held it in 1 quarter.
  • QTR Family Wealth's BlackRock Floating Rate Income Trust position peaked at $328K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q4 2025.

Based on QTR Family Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.