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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
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 		$3.07K 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

IHT Wealth Management's SRLN Position: Q1 2026 in Review

IHT Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 25% in Q1 2026, selling an estimated $488K and leaving 35,409 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #475.

IHT Wealth Management first reported a position in SRLN in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.41M in Q3 2022. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • IHT Wealth Management held 35,409 shares of State Street Blackstone Senior Loan ETF worth $1.42M as of Q1 2026.
  • IHT Wealth Management sold 12,024 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $488K.
  • State Street Blackstone Senior Loan ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #475 holding.
  • IHT Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2016 and has held it in 25 quarters since.
  • IHT Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $2.41M in Q3 2022.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.