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

HB 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	$291K	Buy	7,218 +65	+0.9%	+$2.63K	﹤0.01%	1390
2026 Q1	$287K	Buy	+7,153	New	+$290K	﹤0.01%	1257
2023 Q2	–	Sell	-5,577	Closed	-$231K	–	761
2023 Q1	$231K	Sell	5,577 -3,360	-38%	-$140K	﹤0.01%	627
2022 Q4	$366K	Buy	8,937 +396	+5%	+$16.3K	0.01%	479
2022 Q3	$349K	Sell	8,541 -2,117	-20%	-$89.6K	0.01%	407
2022 Q2	$444K	Sell	10,658 -293	-3%	-$12.7K	0.01%	368
2022 Q1	$492K	Buy	10,951 +40	+0.4%	+$1.81K	0.01%	351
2021 Q4	$498K	Buy	+10,911	New	+$499K	0.01%	315

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

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

HB Wealth Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.91% in Q2 2026, buying an estimated $2.63K and bringing the position to 7,218 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

HB Wealth Management first reported a position in SRLN in Q4 2021 and has held it in 8 quarters since. The position peaked at $498K in Q4 2021. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

HB Wealth Management held 7,218 shares of State Street Blackstone Senior Loan ETF worth $291K as of Q2 2026.
HB Wealth Management bought 65 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $2.63K.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1390 holding.
HB Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and has held it in 8 quarters since.
HB Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $498K in Q4 2021.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.