Aletheian Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$400K Hold
2025
Q1
$396K Buy
2024
Q4
$318K Hold
2024
Q3
$319K Sell
2024
Q2
$327K Buy
2024
Q1
$299K Buy
2023
Q4
$291K Buy
2023
Q1
Sell
2022
Q4
$225K Buy