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BlackRock Floating Rate Income Trust shares owned by Melfa Wealth Management

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

Historical chart of Melfa 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 Melfa 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 Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 96k 12.94
2024-06-30 $1.2M 97k 12.76
2024-03-31 $1.3M 100k 12.98
2023-12-31 $1.2M 100k 12.38
2023-09-30 $1.2M 100k 12.06
2023-06-30 $1.3M 109k 11.66
2023-03-31 $1.4M 121k 11.21
2022-12-31 $1.4M 127k 10.94

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Quality Fund (MQY)
Neuberger Ber. Intermediate Muni. Fund (NBH)
Nuveen Insd Dividend Advantage (NVG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Meta Platforms Cl A (META)
BlackRock MuniHoldings Fund (MHD)

View all positions for Melfa Wealth Management

Top funds holding BlackRock Floating Rate Income Trust

Guggenheim Capital, LLC Managers
Penserra Capital Management
Morgan Stanley
LPL Financial
Advisors Asset Management
Invesco
JNB Advisors
ICA Group Wealth Management
Cohen & Steers Capital Management
Mml Investors Services
Melfa Wealth Management
Wells Fargo & Company
Bank of America Corporation
Waterfront Wealth
Kestra Advisory Services

View all funds holding BlackRock Floating Rate Income Trust