Portfolio Design Labs
USLN icon

Portfolio Design Labs’s iShares Broad USD Floating Rate Loan ETF USLN Stock Holding History

Portfolio Design Labs’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 		$5.15M Buy
+102,005
New +$5.16M 0.83% 30

Other funds holding USLN

Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Portfolio Design Labs's USLN Position: Q3 2026 in Review

Portfolio Design Labs opened a new position in iShares Broad USD Floating Rate Loan ETF (USLN) in Q3 2026: 102,005 shares worth $5.15M. The stake represents 0.83% of the portfolio and ranks #30 among its holdings.

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

  • Portfolio Design Labs held 102,005 shares of iShares Broad USD Floating Rate Loan ETF worth $5.15M as of Q3 2026.
  • iShares Broad USD Floating Rate Loan ETF was a new Portfolio Design Labs position in Q3 2026.
  • iShares Broad USD Floating Rate Loan ETF made up 0.83% of Portfolio Design Labs's portfolio in Q3 2026, its #30 holding.
  • 3 funds tracked by Wall St. Rank held iShares Broad USD Floating Rate Loan ETF as of Q3 2026.

Based on Portfolio Design Labs's 13F filing for Q3 2026, filed 4 Nov 2026.