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 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

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

Investment Planning Advisors's SRLN Position: Q1 2026 in Review

Investment Planning Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 6.5% in Q1 2026, buying an estimated $24.4K and bringing the position to 9,860 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #75.

Investment Planning Advisors first reported a position in SRLN in Q2 2024 and has held it in 8 quarters since. The position peaked at $559K in Q4 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Investment Planning Advisors held 9,860 shares of State Street Blackstone Senior Loan ETF worth $396K as of Q1 2026.
Investment Planning Advisors bought 601 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $24.4K.
State Street Blackstone Senior Loan ETF made up 0.11% of Investment Planning Advisors's portfolio in Q1 2026, its #75 holding.
Investment Planning Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 8 quarters since.
Investment Planning Advisors's State Street Blackstone Senior Loan ETF position peaked at $559K in Q4 2024.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.