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BlackRock Floating Rate Income Trust shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of BlackRock Floating Rate Income Trust (BGT) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $438k 35k 12.52
2025-03-31 $427k 34k 12.42
2024-12-31 $424k 33k 12.86
2024-09-30 $266k 21k 12.94
2024-06-30 $243k 19k 12.76
2024-03-31 $243k 19k 12.98
2023-12-31 $206k 17k 12.38

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

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