Investment Planning Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Investment Planning Advisors’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	$445K	Buy	11,052 +1,192	+12%	+$48.1K	0.1%	79
2026 Q1	$396K	Buy	9,860 +601	+6%	+$24.4K	0.11%	75
2025 Q4	$382K	Buy	9,259 +226	+3%	+$9.33K	0.11%	69
2025 Q3	$376K	Sell	9,033 -597	-6%	-$24.8K	0.12%	65
2025 Q2	$401K	Sell	9,630 -3,350	-26%	-$137K	0.14%	58
2025 Q1	$534K	Sell	12,980 -414	-3%	-$17.2K	0.22%	49
2024 Q4	$559K	Buy	13,394 +495	+4%	+$20.7K	0.24%	42
2024 Q3	$539K	Hold	12,899	–	–	0.28%	42
2024 Q2	$539K	Buy	+12,899	New	+$540K	0.28%	42

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 $3.38T AUM 44.17% 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

Investment Planning Advisors's SRLN Position: Q2 2026 in Review

Investment Planning Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 12% in Q2 2026, buying an estimated $48.1K and bringing the position to 11,052 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #79.

Investment Planning Advisors first reported a position in SRLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $559K in Q4 2024. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Investment Planning Advisors held 11,052 shares of State Street Blackstone Senior Loan ETF worth $445K as of Q2 2026.
Investment Planning Advisors bought 1,192 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $48.1K.
State Street Blackstone Senior Loan ETF made up 0.1% of Investment Planning Advisors's portfolio in Q2 2026, its #79 holding.
Investment Planning Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's State Street Blackstone Senior Loan ETF position peaked at $559K in Q4 2024.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.