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Abound Financial’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Abound Financial’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5K Sell
386
-386
-50% -$15.7K 0.01% 189
2025
Q4 		$31.9K Buy
+772
New +$31.9K 0.01% 144
2025
Q2 		– Sell
-965
Closed -$39.7K – 231
2025
Q1 		$39.7K Buy
+965
New +$40.1K 0.02% 129

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Abound Financial's SRLN Position: Q1 2026 in Review

Abound Financial reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 50% in Q1 2026, selling an estimated $15.7K and leaving 386 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #189.

Abound Financial first reported a position in SRLN in Q1 2025 and has held it in 3 quarters since. The position peaked at $39.7K in Q1 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Abound Financial held 386 shares of State Street Blackstone Senior Loan ETF worth $15.5K as of Q1 2026.
  • Abound Financial sold 386 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $15.7K.
  • State Street Blackstone Senior Loan ETF made up 0.01% of Abound Financial's portfolio in Q1 2026, its #189 holding.
  • Abound Financial first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and has held it in 3 quarters since.
  • Abound Financial's State Street Blackstone Senior Loan ETF position peaked at $39.7K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.