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Shulman DeMeo Asset Management’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Shulman DeMeo Asset 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
2026
Q2 		$172K Sell
16,128
-202
-1% -$2.19K 0.03% 138
2026
Q1 		$176K Sell
16,330
-636
-4% -$7.1K 0.04% 132
2025
Q4 		$192K Sell
16,966
-701
-4% -$8.12K 0.04% 112
2025
Q3 		$215K Sell
17,667
-43
-0.2% -$536 0.05% 108
2025
Q2 		$222K Sell
17,710
-34
-0.2% -$413 0.05% 109
2025
Q1 		$220K Hold
17,744
– – 0.06% 104
2024
Q4 		$228K Sell
17,744
-114
-0.6% -$1.49K 0.06% 106
2024
Q3 		$231K Sell
17,858
-943
-5% -$12.1K 0.06% 116
2024
Q2 		$240K Sell
18,801
-328
-2% -$4.27K 0.06% 111
2024
Q1 		$248K Sell
19,129
-380
-2% -$4.8K 0.07% 112
2023
Q4 		$242K Hold
19,509
– – 0.07% 114
2023
Q3 		$235K Sell
19,509
-2
-0% -$24 0.08% 107
2023
Q2 		$227K Sell
19,511
-193
-1% -$2.18K 0.07% 114
2023
Q1 		$221K Hold
19,704
– – 0.07% 119
2022
Q4 		$216K Hold
19,704
– – 0.07% 116
2022
Q3 		$214K Sell
19,704
-91
-0.5% -$1.04K 0.08% 115
2022
Q2 		$218K Sell
19,795
-226
-1% -$2.63K 0.07% 121
2022
Q1 		$255K Sell
20,021
-382
-2% -$4.99K 0.07% 119
2021
Q4 		$285K Sell
20,403
-232
-1% -$3.19K 0.07% 113
2021
Q3 		$274K Buy
+20,635
New +$269K 0.24% 68
2020
Q3 		– Sell
-21,528
Closed -$236K – 118
2020
Q2 		$236K Buy
+21,528
New +$229K 0.09% 94
2020
Q1 		– Sell
-21,689
Closed -$279K – 103
2019
Q4 		$279K Buy
+21,689
New +$271K 0.1% 100
2019
Q3 		– Sell
-21,689
Closed -$269K – 132
2019
Q2 		$269K Sell
21,689
-211
-1% -$2.63K 0.1% 100
2019
Q1 		$267K Sell
21,900
-124
-0.6% -$1.51K 0.1% 97
2018
Q4 		$254K Buy
+22,024
New +$275K 0.14% 55

Other funds holding BGT

IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
SCM
Sidoxia Capital Management Newport Beach, California $136M AUM
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
WealthCare Asset Management Springfield, Missouri $241M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Shulman DeMeo Asset Management's BGT Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its BlackRock Floating Rate Income Trust (BGT) stake by 1.2% in Q2 2026, selling an estimated $2.19K and leaving 16,128 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #138.

Shulman DeMeo Asset Management first reported a position in BGT in Q4 2018 and has held it in 25 quarters since. The position peaked at $285K in Q4 2021. 26 funds tracked by Wall St. Rank hold BGT as of Q2 2026.

  • Shulman DeMeo Asset Management held 16,128 shares of BlackRock Floating Rate Income Trust worth $172K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 202 BlackRock Floating Rate Income Trust shares in Q2 2026, an estimated $2.19K.
  • BlackRock Floating Rate Income Trust made up 0.03% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #138 holding.
  • Shulman DeMeo Asset Management first reported a position in BlackRock Floating Rate Income Trust in Q4 2018 and has held it in 25 quarters since.
  • Shulman DeMeo Asset Management's BlackRock Floating Rate Income Trust position peaked at $285K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.