Perigon Wealth Management’s iShares Broad USD Floating Rate Loan ETF USLN Stock Holding History

Perigon Wealth Management’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	$677K	Buy	+13,400	New	+$678K	0.01%	756

Other funds holding USLN

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

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Perigon Wealth Management's USLN Position: Q3 2026 in Review

Perigon Wealth Management opened a new position in iShares Broad USD Floating Rate Loan ETF (USLN) in Q3 2026: 13,400 shares worth $677K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings.

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

Perigon Wealth Management held 13,400 shares of iShares Broad USD Floating Rate Loan ETF worth $677K as of Q3 2026.
iShares Broad USD Floating Rate Loan ETF was a new Perigon Wealth Management position in Q3 2026.
iShares Broad USD Floating Rate Loan ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #756 holding.
3 funds tracked by Wall St. Rank held iShares Broad USD Floating Rate Loan ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.