Cassaday & Co Wealth Management »

BlackRock Floating Rate Income Trust shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of BlackRock Floating Rate Income Trust (BGT) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in BlackRock Floating Rate Income Trust

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Floating Rate Income Trust held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BlackRock Floating Rate Income Trust by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $60k 5.6k 10.76
2025-03-31 $136k 11k 12.42

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Barclays Bank Djubs Cmdt Etn36 (DJP)

View all positions for Cassaday & Co Wealth Management

Top funds holding BlackRock Floating Rate Income Trust

Guggenheim Capital, LLC Managers
Penserra Capital Management
LPL Financial
Morgan Stanley
UBS Group
Invesco
Advisors Asset Management
Integrity Alliance
Ameriprise Financial
Ethos Financial Group
Absolute Investment Advisers
HPM Partners
Byrne Asset Management
Sidoxia Capital Management
Wolverine Asset Management

View all funds holding BlackRock Floating Rate Income Trust