Evermay Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Evermay Wealth Management’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	–	Sell	-348	Closed	-$14K	–	683
2026 Q1	$14K	Buy	+348	New	+$14.1K	﹤0.01%	433

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 $3.37T AUM 44.26% 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

Evermay Wealth Management's SRLN Position: Q2 2026 in Review

Evermay Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 348 shares — an estimated $14K sold.

Evermay Wealth Management first reported a position in SRLN in Q1 2026 and held it in 1 quarter. The position peaked at $14K in Q1 2026. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Evermay Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Evermay Wealth Management sold 348 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $14K.
Evermay Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2026 and held it in 1 quarter.
Evermay Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $14K in Q1 2026.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.