IFG Advisory’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

IFG Advisory’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	$988	Buy	+25	New	+$1.01K	﹤0.01%	2196
2019 Q3	–	Sell	-8,406	Closed	-$388K	–	445
2019 Q2	$388K	Buy	8,406 +487	+6%	+$22.6K	0.07%	232
2019 Q1	$364K	Sell	7,919 -1,373	-15%	-$63.1K	0.07%	240
2018 Q4	$415K	Sell	9,292 -4,176	-31%	-$194K	0.1%	199
2018 Q3	$637K	Buy	13,468 +2,975	+28%	+$140K	0.12%	170
2018 Q2	$492K	Buy	10,493 +4,296	+69%	+$203K	0.1%	193
2018 Q1	$293K	Buy	6,197 +1,586	+34%	+$75.2K	0.07%	272
2017 Q4	$217K	Buy	+4,611	New	+$218K	0.05%	303

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

IFG Advisory's SRLN Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026: 25 shares worth $988. The stake represents ﹤0.01% of the portfolio and ranks #2196 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SRLN as recently as Q2 2019.

IFG Advisory first reported a position in SRLN in Q4 2017 and has held it in 8 quarters since. The position peaked at $637K in Q3 2018. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

IFG Advisory held 25 shares of State Street Blackstone Senior Loan ETF worth $988 as of Q2 2026.
State Street Blackstone Senior Loan ETF was a new IFG Advisory position in Q2 2026.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2196 holding.
IFG Advisory first reported a position in State Street Blackstone Senior Loan ETF in Q4 2017 and has held it in 8 quarters since.
IFG Advisory's State Street Blackstone Senior Loan ETF position peaked at $637K in Q3 2018.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.