IBEX Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

IBEX Wealth Advisors’s Portfolio BXSL Stock Details BXSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-235,705	Closed	-$6.14M	–	137
2025 Q3	$6.14M	Buy	235,705 +1,069	+0.5%	+$32.1K	0.59%	54
2025 Q2	$7.22M	Buy	234,636 +8,716	+4%	+$266K	0.77%	42
2025 Q1	$7.31M	Buy	225,920 +2,699	+1%	+$89K	0.97%	34
2024 Q4	$7.21M	Buy	223,221 +214,103	+2,348%	+$6.7M	0.85%	36
2024 Q3	$4.2M	Sell	9,118 -190,763	-95%	-$5.76M	1.15%	38
2024 Q2	$6.12M	Buy	+199,881	New	+$6.26M	0.96%	32
2024 Q1	–	Sell	-173	Closed	-$4.77K	–	119
2023 Q4	$4.77K	Buy	+173	New	+$4.78K	1.04%	38

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

IBEX Wealth Advisors's BXSL Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Blackstone Secured Lending (BXSL) in Q4 2025, closing a stake of 235,705 shares — an estimated $6.14M sold.

IBEX Wealth Advisors first reported a position in BXSL in Q4 2023 and held it in 7 quarters. The position peaked at $7.31M in Q1 2025. 392 funds tracked by Wall St. Rank hold BXSL as of Q4 2025.

IBEX Wealth Advisors reported no remaining Blackstone Secured Lending position as of Q4 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 235,705 Blackstone Secured Lending shares in Q4 2025, an estimated $6.14M.
IBEX Wealth Advisors first reported a position in Blackstone Secured Lending in Q4 2023 and held it in 7 quarters.
IBEX Wealth Advisors's Blackstone Secured Lending position peaked at $7.31M in Q1 2025.
392 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.