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Realta Investment Advisors’s BlackRock Floating Rate Loan ETF BRLN Stock Holding History

Realta Investment Advisors’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
Q2 		$344K Sell
6,767
-96
-1% -$4.88K 0.11% 162
2026
Q1 		$348K Sell
6,863
-892
-12% -$45.6K 0.12% 147
2025
Q4 		$400K Buy
7,755
+18
+0.2% +$929 0.13% 143
2025
Q3 		$403K Sell
7,737
-2,310
-23% -$120K 0.13% 135
2025
Q2 		$521K Buy
10,047
+1,212
+14% +$62.3K 0.21% 106
2025
Q1 		$458K Buy
+8,835
New +$461K 0.21% 111

Other funds holding BRLN

TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $136M AUM 20.32% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Realta Investment Advisors's BRLN Position: Q2 2026 in Review

Realta Investment Advisors reduced its BlackRock Floating Rate Loan ETF (BRLN) stake by 1.4% in Q2 2026, selling an estimated $4.88K and leaving 6,767 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #162.

Realta Investment Advisors first reported a position in BRLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $521K in Q2 2025. 8 funds tracked by Wall St. Rank hold BRLN as of Q2 2026.

  • Realta Investment Advisors held 6,767 shares of BlackRock Floating Rate Loan ETF worth $344K as of Q2 2026.
  • Realta Investment Advisors sold 96 BlackRock Floating Rate Loan ETF shares in Q2 2026, an estimated $4.88K.
  • BlackRock Floating Rate Loan ETF made up 0.11% of Realta Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • Realta Investment Advisors first reported a position in BlackRock Floating Rate Loan ETF in Q1 2025 and has held it in 6 quarters since.
  • Realta Investment Advisors's BlackRock Floating Rate Loan ETF position peaked at $521K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.