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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$401K	Sell	9,630 -3,350	-26%	-$139K	0.14%	58
2025 Q1	$534K	Sell	12,980 -414	-3%	-$17K	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	+$539K	0.28%	42