BA
SLNZ

Bristlecone Advisors’s TCW Senior Loan ETF SLNZ Stock Holding History

Bristlecone Advisors’s Portfolio SLNZ Stock Details SLNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,478
Closed -$164K – 315
2025
Q2 		$164K Sell
3,478
-1,372
-28% -$64.4K 0.01% 224
2025
Q1 		$229K Sell
4,850
-8,740
-64% -$414K 0.02% 261
2024
Q4 		$643K Buy
+13,590
New +$645K 0.05% 177

Other funds holding SLNZ

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bristlecone Advisors's SLNZ Position: Q3 2025 in Review

Bristlecone Advisors sold out of TCW Senior Loan ETF (SLNZ) in Q3 2025, closing a stake of 3,478 shares — an estimated $164K sold.

Bristlecone Advisors first reported a position in SLNZ in Q4 2024 and held it in 3 quarters. The position peaked at $643K in Q4 2024. 18 funds tracked by Wall St. Rank hold SLNZ as of Q3 2025.

  • Bristlecone Advisors reported no remaining TCW Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 3,478 TCW Senior Loan ETF shares in Q3 2025, an estimated $164K.
  • Bristlecone Advisors first reported a position in TCW Senior Loan ETF in Q4 2024 and held it in 3 quarters.
  • Bristlecone Advisors's TCW Senior Loan ETF position peaked at $643K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held TCW Senior Loan ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.