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Equibles

MELFA WEALTH MANAGEMENT, INC.

Position in BGT — Blackrock Floating Rate Income Trust

CIK 1962465 WESTBOROUGH, MA
Back to BGT Full portfolio

Position in BGT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$769,460
-$60,049 QoQ
Shares Held
72,182
-6.4% QoQ
Ownership
0.242%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#22
of 79 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BGT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MELFA WEALTH MANAGEMENT, INC. holds $74,996,063 across 109 Asset Management names. BGT ranks #24 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PMO
Franklin Municipal Opportunities Trust
 459,506 $4,843,193
2 MHD
Blackrock Muniholdings Fund, Inc.
 362,781 $4,317,093
3 MYI
Blackrock Muniyield Quality Fund III, Inc.
 385,248 $4,280,105
4 EVN
Eaton Vance Municipal Income Trust
 354,956 $3,996,804
5 BKT
Blackrock Income Trust, Inc.
 370,468 $3,971,416
6 MQY
Blackrock Muniyield Quality Fund, Inc.
 223,331 $2,590,639
7 MFM
Aberdeen Municipal Income Fund
 431,579 $2,425,473
8 NVG
Nuveen AMT-Free Municipal Credit Income Fund
 182,401 $2,334,732

All Filings in BGT

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $769,460 72,182
2026-03-31 $829,509 77,092
2025-12-31 $873,452 77,092
2025-09-30 $956,630 78,735
2025-06-30 $986,175 78,768
2025-03-31 $977,727 78,722
2024-12-31 $1,108,493 86,197
2024-09-30 $1,237,206 95,611
2024-06-30 $1,236,150 96,877
2024-03-31 $1,302,698 100,362
2023-12-31 $1,238,148 100,012
2023-09-30 $1,200,536 99,547
2023-06-30 $1,266,485 108,618
2023-03-31 $1,360,759 121,388
2022-12-31 $1,389,664 127,026