IAA
Independent Advisor Alliance’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-167,497
| Closed | -$6.99M | – | 1303 |
|
|
2024
Q4 | $6.99M | Buy |
+167,497
| New | +$6.99M | 0.09% | 209 |
|
|
2023
Q1 | – | Sell |
-5,351
| Closed | -$219K | – | 699 |
|
|
2022
Q4 | $219K | Sell |
5,351
-915
| -15% | -$37.4K | 0.08% | 140 |
|
|
2022
Q3 | $256K | Hold |
6,266
| – | – | 0.01% | 526 |
|
|
2022
Q2 | $261K | Sell |
6,266
-298
| -5% | -$12.4K | 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% | 525 |
|
|
2021
Q3 | $301K | Buy |
6,541
+234
| +4% | +$10.8K | 0.02% | 489 |
|
|
2021
Q2 | $292K | Buy |
+6,307
| New | +$292K | 0.02% | 511 |
|
|
2017
Q2 | – | Sell |
-40,410
| Closed | -$1.92M | – | 382 |
|
|
2017
Q1 | $1.92M | Buy |
+40,410
| New | +$1.92M | 0.3% | 93 |
|