Impact Partnership Wealth’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Impact Partnership Wealth’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	$1.73M	Buy	42,992 +8,333	+24%	+$338K	0.21%	62
2025 Q4	$1.43M	Sell	34,659 -5,572	-14%	-$230K	0.18%	72
2025 Q3	$1.67M	Buy	40,231 +22,374	+125%	+$929K	0.25%	41
2025 Q2	$743K	Buy	+17,857	New	+$731K	0.14%	77
2024 Q2	–	Sell	-59	Closed	-$2.48K	–	622
2024 Q1	$2.48K	Sell	59 -13	-18%	-$545	﹤0.01%	566
2023 Q4	$3.02K	Hold	72	–	–	﹤0.01%	641
2023 Q3	$3.02K	Hold	72	–	–	﹤0.01%	763
2023 Q2	$3.02K	Buy	+72	New	+$2.97K	﹤0.01%	574

Other funds holding SRLN

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Impact Partnership Wealth's SRLN Position: Q1 2026 in Review

Impact Partnership Wealth increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 24% in Q1 2026, buying an estimated $338K and bringing the position to 42,992 shares worth $1.73M. The position accounts for 0.21% of the portfolio, ranked #62.

Impact Partnership Wealth first reported a position in SRLN in Q2 2023 and has held it in 8 quarters since. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Impact Partnership Wealth held 42,992 shares of State Street Blackstone Senior Loan ETF worth $1.73M as of Q1 2026.
Impact Partnership Wealth bought 8,333 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $338K.
State Street Blackstone Senior Loan ETF made up 0.21% of Impact Partnership Wealth's portfolio in Q1 2026, its #62 holding.
Impact Partnership Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q2 2023 and has held it in 8 quarters since.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.