SS
BCLO

Sunbelt Securities’s iShares BBB-B CLO Active ETF BCLO Stock Holding History

Sunbelt Securities’s Portfolio BCLO Stock Details BCLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.72K Sell
76
-7,228
-99% -$357K ﹤0.01% 1763
2025
Q4 		$362K Buy
7,304
+2,245
+44% +$112K 0.02% 481
2025
Q3 		$254K Buy
+5,059
New +$253K 0.02% 577

Other funds holding BCLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Sunbelt Securities's BCLO Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares BBB-B CLO Active ETF (BCLO) stake by 99% in Q1 2026, selling an estimated $357K and leaving 76 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Sunbelt Securities first reported a position in BCLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $362K in Q4 2025. 12 funds tracked by Wall St. Rank hold BCLO as of Q1 2026.

  • Sunbelt Securities held 76 shares of iShares BBB-B CLO Active ETF worth $3.72K as of Q1 2026.
  • Sunbelt Securities sold 7,228 iShares BBB-B CLO Active ETF shares in Q1 2026, an estimated $357K.
  • iShares BBB-B CLO Active ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1763 holding.
  • Sunbelt Securities first reported a position in iShares BBB-B CLO Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's iShares BBB-B CLO Active ETF position peaked at $362K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held iShares BBB-B CLO Active ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.