Independent Advisor Alliance’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Independent Advisor Alliance’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	–	Sell	-6,885	Closed	-$276K	–	1558
2026 Q1	$276K	Buy	+6,885	New	+$280K	﹤0.01%	1360
2025 Q1	–	Sell	-167,497	Closed	-$6.99M	–	1303
2024 Q4	$6.99M	Buy	+167,497	New	+$7.01M	0.09%	209
2023 Q1	–	Sell	-5,351	Closed	-$219K	–	699
2022 Q4	$219K	Sell	5,351 -915	-15%	-$37.7K	0.08%	140
2022 Q3	$256K	Hold	6,266	–	–	0.01%	526
2022 Q2	$261K	Sell	6,266 -298	-5%	-$13K	0.01%	516
2022 Q1	$295K	Hold	6,564	–	–	0.01%	508
2021 Q4	$300K	Buy	6,564 +23	+0.4%	+$1.05K	0.01%	526
2021 Q3	$301K	Buy	6,541 +234	+4%	+$10.7K	0.02%	489
2021 Q2	$292K	Buy	+6,307	New	+$290K	0.02%	511
2017 Q2	–	Sell	-40,410	Closed	-$1.92M	–	384
2017 Q1	$1.92M	Buy	+40,410	New	+$1.92M	0.3%	93

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

Independent Advisor Alliance's SRLN Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 6,885 shares — an estimated $276K sold.

Independent Advisor Alliance first reported a position in SRLN in Q1 2017 and held it in 10 quarters. The position peaked at $6.99M in Q4 2024. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 6,885 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $276K.
Independent Advisor Alliance first reported a position in State Street Blackstone Senior Loan ETF in Q1 2017 and held it in 10 quarters.
Independent Advisor Alliance's State Street Blackstone Senior Loan ETF position peaked at $6.99M in Q4 2024.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.