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

Iams 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	-6,463	Closed	-$259K	–	203
2026 Q1	$259K	Buy	6,463 +449	+7%	+$18.2K	0.09%	177
2025 Q4	$248K	Buy	6,014 +244	+4%	+$10.1K	0.09%	178
2025 Q3	$240K	Buy	5,770 +101	+2%	+$4.19K	0.1%	166
2025 Q2	$236K	Buy	5,669 +660	+13%	+$27K	0.11%	151
2025 Q1	$206K	Buy	+5,009	New	+$208K	0.09%	155

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

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

Iams Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 6,463 shares — an estimated $259K sold.

Iams Wealth Management first reported a position in SRLN in Q1 2025 and held it in 5 quarters. The position peaked at $259K in Q1 2026. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Iams Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Iams Wealth Management sold 6,463 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $259K.
Iams Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and held it in 5 quarters.
Iams Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $259K in Q1 2026.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.