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BlackRock Floating Rate Income Strat. Fn shares owned by Cornerstone Wealth Group

Quarter-by-quarter ownership of BlackRock Floating Rate Income Strat. Fn (FRA) shares owned by Cornerstone Wealth Group from 13F filings

Historical chart of Cornerstone Wealth Group investment in BlackRock Floating Rate Income Strat. Fn

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Floating Rate Income Strat. Fn held by Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Floating Rate Income Strat. Fn by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $143k 11k 12.98
2025-06-30 $144k 11k 13.14
2025-03-31 $142k 11k 12.92
2024-12-31 $151k 11k 13.75
2024-09-30 $145k 11k 13.20
2024-06-30 $142k 11k 12.94
2024-03-31 $142k 11k 12.92

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JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

Top funds holding BlackRock Floating Rate Income Strat. Fn

Guggenheim Capital, LLC Managers
Gridiron Partners
Invesco
LPL Financial
Morgan Stanley
Marathon Strategic Advisors
Raymond James Financial
Royal Bank of Canada
Advisors Asset Management
Advisor Group Holdings
Edgemoor Investment Advisors
JNB Advisors
Polar Securities
Commonwealth Equity Services
Ameriprise Financial

View all funds holding BlackRock Floating Rate Income Strat. Fn