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Reston Wealth Management’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Reston Wealth Management’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
Q2 		– Sell
-16,686
Closed -$207K – 55
2025
Q1 		$207K Buy
16,686
+469
+3% +$5.92K 0.08% 49
2024
Q4 		$209K Buy
16,217
+442
+3% +$5.77K 0.08% 47
2024
Q3 		$204K Buy
15,775
+433
+3% +$5.58K 0.07% 50
2024
Q2 		$196K Buy
+15,342
New +$200K 0.08% 53

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Reston Wealth Management's BGT Position: Q2 2025 in Review

Reston Wealth Management sold out of BlackRock Floating Rate Income Trust (BGT) in Q2 2025, closing a stake of 16,686 shares — an estimated $207K sold.

Reston Wealth Management first reported a position in BGT in Q2 2024 and held it in 4 quarters. The position peaked at $209K in Q4 2024. 62 funds tracked by Wall St. Rank hold BGT as of Q2 2025.

  • Reston Wealth Management reported no remaining BlackRock Floating Rate Income Trust position as of Q2 2025 after selling out during the quarter.
  • Reston Wealth Management sold 16,686 BlackRock Floating Rate Income Trust shares in Q2 2025, an estimated $207K.
  • Reston Wealth Management first reported a position in BlackRock Floating Rate Income Trust in Q2 2024 and held it in 4 quarters.
  • Reston Wealth Management's BlackRock Floating Rate Income Trust position peaked at $209K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2025.

Based on Reston Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.