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 Q2	$2.32M	Buy	57,494 +14,502	+34%	+$586K	0.23%	57
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

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

Impact Partnership Wealth's SRLN Position: Q2 2026 in Review

Impact Partnership Wealth increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 34% in Q2 2026, buying an estimated $586K and bringing the position to 57,494 shares worth $2.32M. The position accounts for 0.23% of the portfolio, ranked #57.

Impact Partnership Wealth first reported a position in SRLN in Q2 2023 and has held it in 9 quarters since. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Impact Partnership Wealth held 57,494 shares of State Street Blackstone Senior Loan ETF worth $2.32M as of Q2 2026.
Impact Partnership Wealth bought 14,502 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $586K.
State Street Blackstone Senior Loan ETF made up 0.23% of Impact Partnership Wealth's portfolio in Q2 2026, its #57 holding.
Impact Partnership Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q2 2023 and has held it in 9 quarters since.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.