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Significant Wealth Partners’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-50,042
Closed -$620K – 151
2023
Q4 		$620K Buy
+50,042
New +$599K 0.45% 65

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Baird Financial Group
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DIA
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Significant Wealth Partners's BGT Position: Q1 2024 in Review

Significant Wealth Partners sold out of BlackRock Floating Rate Income Trust (BGT) in Q1 2024, closing a stake of 50,042 shares — an estimated $620K sold.

Significant Wealth Partners first reported a position in BGT in Q4 2023 and held it in 1 quarter. The position peaked at $620K in Q4 2023. 58 funds tracked by Wall St. Rank hold BGT as of Q1 2024.

  • Significant Wealth Partners reported no remaining BlackRock Floating Rate Income Trust position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 50,042 BlackRock Floating Rate Income Trust shares in Q1 2024, an estimated $620K.
  • Significant Wealth Partners first reported a position in BlackRock Floating Rate Income Trust in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's BlackRock Floating Rate Income Trust position peaked at $620K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.