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 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

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

Independent Advisor Alliance's SRLN Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026: 6,885 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SRLN as recently as Q4 2024.

Independent Advisor Alliance first reported a position in SRLN in Q1 2017 and has held it in 10 quarters since. The position peaked at $6.99M in Q4 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Independent Advisor Alliance held 6,885 shares of State Street Blackstone Senior Loan ETF worth $276K as of Q1 2026.
State Street Blackstone Senior Loan ETF was a new Independent Advisor Alliance position in Q1 2026.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1360 holding.
Independent Advisor Alliance first reported a position in State Street Blackstone Senior Loan ETF in Q1 2017 and has held it in 10 quarters since.
Independent Advisor Alliance's State Street Blackstone Senior Loan ETF position peaked at $6.99M in Q4 2024.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.