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Kingsview Wealth Management’s BlackRock Floating Rate Loan ETF BRLN Stock Holding History

Kingsview Wealth 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
Q3 		– Sell
-4,722
Closed -$248K – 1094
2024
Q2 		$248K Buy
+4,722
New +$248K 0.01% 911

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Kingsview Wealth Management's BRLN Position: Q3 2024 in Review

Kingsview Wealth Management sold out of BlackRock Floating Rate Loan ETF (BRLN) in Q3 2024, closing a stake of 4,722 shares — an estimated $248K sold.

Kingsview Wealth Management first reported a position in BRLN in Q2 2024 and held it in 1 quarter. The position peaked at $248K in Q2 2024. 12 funds tracked by Wall St. Rank hold BRLN as of Q3 2024.

  • Kingsview Wealth Management reported no remaining BlackRock Floating Rate Loan ETF position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,722 BlackRock Floating Rate Loan ETF shares in Q3 2024, an estimated $248K.
  • Kingsview Wealth Management first reported a position in BlackRock Floating Rate Loan ETF in Q2 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's BlackRock Floating Rate Loan ETF position peaked at $248K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.