Ascent Group’s iShares Broad USD Floating Rate Loan ETF USLN Stock Holding History

Ascent Group’s Portfolio USLN Stock Details USLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.25M	Buy	+84,101	New	+$4.25M	0.13%	150

Other funds holding USLN

Portfolio Design Labs Encino, California $622M AUM 29.96% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Ascent Group's USLN Position: Q3 2026 in Review

Ascent Group opened a new position in iShares Broad USD Floating Rate Loan ETF (USLN) in Q3 2026: 84,101 shares worth $4.25M. The stake represents 0.13% of the portfolio and ranks #150 among its holdings.

3 funds tracked by Wall St. Rank hold USLN as of Q3 2026.

Ascent Group held 84,101 shares of iShares Broad USD Floating Rate Loan ETF worth $4.25M as of Q3 2026.
iShares Broad USD Floating Rate Loan ETF was a new Ascent Group position in Q3 2026.
iShares Broad USD Floating Rate Loan ETF made up 0.13% of Ascent Group's portfolio in Q3 2026, its #150 holding.
3 funds tracked by Wall St. Rank held iShares Broad USD Floating Rate Loan ETF as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.