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International Assets Investment Management’s BlackRock Floating Rate Loan ETF BRLN Stock Holding History

International Assets Investment Management’s Portfolio BRLN Stock Details BRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,750
Closed -$91.9K – 962
2024
Q3 		$91.9K Buy
+1,750
New +$91.8K 0.01% 853

Other funds holding BRLN

EFG
Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $306M AUM 30.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

International Assets Investment Management's BRLN Position: Q4 2024 in Review

International Assets Investment Management sold out of BlackRock Floating Rate Loan ETF (BRLN) in Q4 2024, closing a stake of 1,750 shares — an estimated $91.9K sold.

International Assets Investment Management first reported a position in BRLN in Q3 2024 and held it in 1 quarter. The position peaked at $91.9K in Q3 2024. 15 funds tracked by Wall St. Rank hold BRLN as of Q4 2024.

  • International Assets Investment Management reported no remaining BlackRock Floating Rate Loan ETF position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 1,750 BlackRock Floating Rate Loan ETF shares in Q4 2024, an estimated $91.9K.
  • International Assets Investment Management first reported a position in BlackRock Floating Rate Loan ETF in Q3 2024 and held it in 1 quarter.
  • International Assets Investment Management's BlackRock Floating Rate Loan ETF position peaked at $91.9K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.