UBS Group
BRLN icon

UBS Group’s BlackRock Floating Rate Loan ETF BRLN Stock Holding History

UBS Group’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 		– Sell
-128
Closed -$6.5K – 10472
2026
Q1 		$6.5K Buy
128
+8
+7% +$409 ﹤0.01% 8684
2025
Q4 		$6.2K Buy
+120
New +$6.19K ﹤0.01% 8575
2025
Q3 		– Sell
-1,356
Closed -$70.3K – 10361
2025
Q2 		$70.3K Buy
1,356
+614
+83% +$31.6K ﹤0.01% 7511
2025
Q1 		$38.5K Buy
742
+243
+49% +$12.7K ﹤0.01% 7776
2024
Q4 		$26.1K Buy
+499
New +$26.2K ﹤0.01% 7713
2024
Q1 		– Sell
-469
Closed -$24.7K – 9339
2023
Q4 		$24.7K Buy
+469
New +$24.5K ﹤0.01% 6975

Other funds holding BRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Turning Point Benefit Group
Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.34B AUM 21.74% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

UBS Group's BRLN Position: Q2 2026 in Review

UBS Group sold out of BlackRock Floating Rate Loan ETF (BRLN) in Q2 2026, closing a stake of 128 shares — an estimated $6.5K sold.

UBS Group first reported a position in BRLN in Q4 2023 and held it in 6 quarters. The position peaked at $70.3K in Q2 2025. 31 funds tracked by Wall St. Rank hold BRLN as of Q2 2026.

  • UBS Group reported no remaining BlackRock Floating Rate Loan ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 128 BlackRock Floating Rate Loan ETF shares in Q2 2026, an estimated $6.5K.
  • UBS Group first reported a position in BlackRock Floating Rate Loan ETF in Q4 2023 and held it in 6 quarters.
  • UBS Group's BlackRock Floating Rate Loan ETF position peaked at $70.3K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.