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

Perigon 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
2026
Q1 		$216K Hold
4,250
– – ﹤0.01% 1184
2025
Q4 		$219K Hold
4,250
– – ﹤0.01% 1189
2025
Q3 		$221K Buy
+4,250
New +$221K ﹤0.01% 1104

Other funds holding BRLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $118M AUM 25.72% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $136M AUM 20.32% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Perigon Wealth Management's BRLN Position: Q1 2026 in Review

Perigon Wealth Management held its BlackRock Floating Rate Loan ETF (BRLN) position steady in Q1 2026 at 4,250 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Perigon Wealth Management first reported a position in BRLN in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q3 2025. 30 funds tracked by Wall St. Rank hold BRLN as of Q1 2026.

  • Perigon Wealth Management held 4,250 shares of BlackRock Floating Rate Loan ETF worth $216K as of Q1 2026.
  • Perigon Wealth Management left its BlackRock Floating Rate Loan ETF share count unchanged in Q1 2026.
  • BlackRock Floating Rate Loan ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1184 holding.
  • Perigon Wealth Management first reported a position in BlackRock Floating Rate Loan ETF in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's BlackRock Floating Rate Loan ETF position peaked at $221K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.