Goldstone Financial Group’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
2026 Q1	$11.1M	Sell	276,883 -5,260	-2%	-$214K	1.21%	21
2025 Q4	$11.6M	Buy	282,143 +19,706	+8%	+$814K	1.3%	24
2025 Q3	$10.9M	Buy	262,437 +15,726	+6%	+$653K	1.29%	23
2025 Q2	$10.2M	Sell	246,711 -1,517	-0.6%	-$62.1K	1.35%	23
2025 Q1	$10.2M	Buy	248,228 +13,503	+6%	+$562K	1.55%	21
2024 Q4	$9.8M	Buy	234,725 +10,432	+5%	+$436K	1.54%	20
2024 Q3	$9.37M	Buy	224,293 +28,598	+15%	+$1.19M	1.63%	19
2024 Q2	$8.18M	Sell	195,695 -35,947	-16%	-$1.51M	1.64%	18
2024 Q1	$9.75M	Buy	231,642 +6,842	+3%	+$287K	2.24%	11
2023 Q4	$9.43M	Buy	224,800 +54,029	+32%	+$2.25M	2.43%	11
2023 Q3	$7.16M	Buy	170,771 +4,059	+2%	+$170K	2.12%	12
2023 Q2	$6.98M	Buy	166,712 +51,225	+44%	+$2.12M	2.05%	13
2023 Q1	$4.79M	Buy	+115,487	New	+$4.81M	1.58%	19