IWM
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Iams Wealth Management’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Iams Wealth Management’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$250K Hold
20,000
– – 0.11% 149
2025
Q1 		$248K Hold
20,000
– – 0.11% 143
2024
Q4 		$257K Hold
20,000
– – 0.12% 145
2024
Q3 		$259K Hold
20,000
– – 0.13% 132
2024
Q2 		$255K Buy
+20,000
New +$255K 0.14% 123