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BlackRock Floating Rate Income Trust shares owned by Centric Wealth Management

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

Historical chart of Centric 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 Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Floating Rate Income Trust by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 20k 11.88
2025-06-30 $248k 20k 12.51
2025-03-31 $247k 20k 12.42

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United Parcel Service CL B (UPS)
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Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding BlackRock Floating Rate Income Trust

Guggenheim Capital, LLC Managers
W. E. Donoghue & Co
Penserra Capital Management
LPL Financial
Morgan Stanley
Ameriprise Financial
UBS Group
Advisors Asset Management
Integrity Alliance
Invesco
Ethos Financial Group
JNB Advisors
Gridiron Partners
Mml Investors Services
Melfa Wealth Management

View all funds holding BlackRock Floating Rate Income Trust