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

IHT 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	$1.27M	Sell	31,492 -3,917	-11%	-$158K	0.03%	525
2026 Q1	$1.42M	Sell	35,409 -12,024	-25%	-$488K	0.03%	475
2025 Q4	$1.96M	Buy	47,433 +4,448	+10%	+$184K	0.05%	348
2025 Q3	$1.79M	Buy	42,985 +9,473	+28%	+$393K	0.05%	362
2025 Q2	$1.39M	Buy	33,512 +8,788	+36%	+$360K	0.04%	408
2025 Q1	$1.02M	Buy	24,724 +1,291	+6%	+$53.7K	0.03%	469
2024 Q4	$978K	Sell	23,433 -29,272	-56%	-$1.22M	0.03%	459
2024 Q3	$2.2M	Buy	52,705 +22,705	+76%	+$945K	0.06%	294
2024 Q2	$1.25M	Buy	30,000 +10,101	+51%	+$423K	0.05%	368
2024 Q1	$838K	Buy	19,899 +1,011	+5%	+$42.4K	0.03%	476
2023 Q4	$792K	Buy	18,888 +732	+4%	+$30.5K	0.04%	452
2023 Q3	$761K	Buy	18,156 +5,669	+45%	+$237K	0.04%	415
2023 Q2	$523K	Sell	12,487 -2,819	-18%	-$116K	0.03%	523
2023 Q1	$635K	Sell	15,306 -7,796	-34%	-$324K	0.04%	437
2022 Q4	$945K	Sell	23,102 -35,873	-61%	-$1.48M	0.06%	308
2022 Q3	$2.41M	Buy	58,975 +30,976	+111%	+$1.31M	0.18%	119
2022 Q2	$1.17M	Buy	+27,999	New	+$1.22M	0.1%	212
2019 Q1	–	Sell	-13,307	Closed	-$595K	–	543
2018 Q4	$595K	Buy	13,307 +327	+3%	+$15.2K	0.11%	213
2018 Q3	$615K	Buy	12,980 +6,237	+92%	+$294K	0.13%	191
2018 Q2	$317K	Buy	6,743 +3,560	+112%	+$168K	0.08%	289
2018 Q1	$150K	Hold	3,183	–	–	0.04%	406
2017 Q4	$151K	Buy	3,183 +1,811	+132%	+$85.7K	0.04%	402
2017 Q3	$65K	Hold	1,372	–	–	0.03%	452
2017 Q2	$3.07M	Buy	1,372 +1,249	+1,015%	+$59.3K	1.49%	6
2017 Q1	$6K	Hold	123	–	–	﹤0.01%	934
2016 Q4	$6K	Buy	+123	New	+$5.81K	﹤0.01%	892

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

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

IHT Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 11% in Q2 2026, selling an estimated $158K and leaving 31,492 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #525.

IHT Wealth Management first reported a position in SRLN in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.07M in Q2 2017. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

IHT Wealth Management held 31,492 shares of State Street Blackstone Senior Loan ETF worth $1.27M as of Q2 2026.
IHT Wealth Management sold 3,917 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $158K.
State Street Blackstone Senior Loan ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #525 holding.
IHT Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2016 and has held it in 26 quarters since.
IHT Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $3.07M in Q2 2017.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.