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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Hold	20,000	–	–	0.06%	181
2026 Q1	$215K	Hold	20,000	–	–	0.08%	183
2025 Q4	$227K	Hold	20,000	–	–	0.08%	182
2025 Q3	$243K	Hold	20,000	–	–	0.1%	164
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%	146
2024 Q3	$259K	Hold	20,000	–	–	0.13%	132
2024 Q2	$255K	Buy	+20,000	New	+$260K	0.14%	123

Other funds holding BGT

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Iams Wealth Management's BGT Position: Q2 2026 in Review

Iams Wealth Management held its BlackRock Floating Rate Income Trust (BGT) position steady in Q2 2026 at 20,000 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #181.

Iams Wealth Management first reported a position in BGT in Q2 2024 and has held it in 9 quarters since. The position peaked at $259K in Q3 2024. 77 funds tracked by Wall St. Rank hold BGT as of Q2 2026.

Iams Wealth Management held 20,000 shares of BlackRock Floating Rate Income Trust worth $213K as of Q2 2026.
Iams Wealth Management left its BlackRock Floating Rate Income Trust share count unchanged in Q2 2026.
BlackRock Floating Rate Income Trust made up 0.06% of Iams Wealth Management's portfolio in Q2 2026, its #181 holding.
Iams Wealth Management first reported a position in BlackRock Floating Rate Income Trust in Q2 2024 and has held it in 9 quarters since.
Iams Wealth Management's BlackRock Floating Rate Income Trust position peaked at $259K in Q3 2024.
77 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.