Hibernia Wealth Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Hibernia Wealth Partners’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	$1.76M	Sell	43,629 -34,159	-44%	-$1.38M	0.95%	20
2026 Q1	$3.12M	Buy	77,788 +3,260	+4%	+$132K	0.92%	18
2025 Q4	$3.08M	Buy	74,528 +38,446	+107%	+$1.59M	0.93%	18
2025 Q3	$1.5M	Sell	36,082 -32,264	-47%	-$1.34M	0.96%	18
2025 Q2	$2.84M	Buy	68,346 +33,961	+99%	+$1.39M	0.92%	18
2025 Q1	$1.41M	Sell	34,385 -1,136	-3%	-$47.3K	1%	16
2024 Q4	$1.48M	Sell	35,521 -34,386	-49%	-$1.44M	0.97%	18
2024 Q3	$2.92M	Buy	69,907 +1,197	+2%	+$49.8K	0.87%	19
2024 Q2	$2.87M	Buy	68,710 +36,930	+116%	+$1.55M	1%	17
2024 Q1	$1.34M	Sell	31,780 -819	-3%	-$34.3K	0.91%	18
2023 Q4	$1.37M	Buy	+32,599	New	+$1.36M	1.02%	18

Other funds holding SRLN

OPAM

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

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Hibernia Wealth Partners's SRLN Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 44% in Q2 2026, selling an estimated $1.38M and leaving 43,629 shares worth $1.76M. The position accounts for 0.95% of the portfolio, ranked #20.

Hibernia Wealth Partners first reported a position in SRLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q1 2026. 146 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Hibernia Wealth Partners held 43,629 shares of State Street Blackstone Senior Loan ETF worth $1.76M as of Q2 2026.
Hibernia Wealth Partners sold 34,159 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $1.38M.
State Street Blackstone Senior Loan ETF made up 0.95% of Hibernia Wealth Partners's portfolio in Q2 2026, its #20 holding.
Hibernia Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q4 2023 and has held it in 11 quarters since.
Hibernia Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $3.12M in Q1 2026.
146 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.