Axis Wealth Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Axis Wealth Partners’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	$244K	Buy	6,084 +92	+2%	+$3.73K	0.13%	153
2025 Q4	$247K	Sell	5,992 -18	-0.3%	-$743	0.14%	146
2025 Q3	$250K	Buy	6,010 +70	+1%	+$2.91K	0.15%	143
2025 Q2	$247K	Sell	5,940 -237	-4%	-$9.7K	0.16%	129
2025 Q1	$254K	Buy	6,177 +27	+0.4%	+$1.12K	0.19%	125
2024 Q4	$257K	Buy	+6,150	New	+$257K	0.22%	117

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Axis Wealth Partners's SRLN Position: Q1 2026 in Review

Axis Wealth Partners increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.5% in Q1 2026, buying an estimated $3.73K and bringing the position to 6,084 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #153.

Axis Wealth Partners first reported a position in SRLN in Q4 2024 and has held it in 6 quarters since. The position peaked at $257K in Q4 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Axis Wealth Partners held 6,084 shares of State Street Blackstone Senior Loan ETF worth $244K as of Q1 2026.
Axis Wealth Partners bought 92 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $3.73K.
State Street Blackstone Senior Loan ETF made up 0.13% of Axis Wealth Partners's portfolio in Q1 2026, its #153 holding.
Axis Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $257K in Q4 2024.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.