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

DHJJ Financial Advisors’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 Q2	$5.36K	Hold	133	–	–	﹤0.01%	665
2026 Q1	$5.34K	Hold	133	–	–	﹤0.01%	656
2025 Q4	$5.49K	Hold	133	–	–	﹤0.01%	621
2025 Q3	$5.53K	Buy	+133	New	+$5.52K	﹤0.01%	604

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DHJJ Financial Advisors's SRLN Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q2 2026 at 133 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

DHJJ Financial Advisors first reported a position in SRLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.53K in Q3 2025. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

DHJJ Financial Advisors held 133 shares of State Street Blackstone Senior Loan ETF worth $5.36K as of Q2 2026.
DHJJ Financial Advisors left its State Street Blackstone Senior Loan ETF share count unchanged in Q2 2026.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #665 holding.
DHJJ Financial Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2025 and has held it in 4 quarters since.
DHJJ Financial Advisors's State Street Blackstone Senior Loan ETF position peaked at $5.53K in Q3 2025.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.