JFS Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

JFS Wealth 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
2024 Q2	–	Sell	-191	Closed	-$8.05K	–	2044
2024 Q1	$8.05K	Buy	+191	New	+$8K	﹤0.01%	891
2022 Q1	–	Sell	-1,138	Closed	-$52K	–	1960
2021 Q4	$52K	Buy	+1,138	New	+$52K	﹤0.01%	413

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIM

Symetra Investment Management Farmington, Connecticut $1.15B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

JFS Wealth Advisors's SRLN Position: Q2 2024 in Review

JFS Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2024, closing a stake of 191 shares — an estimated $8.05K sold.

JFS Wealth Advisors first reported a position in SRLN in Q4 2021 and held it in 2 quarters. The position peaked at $52K in Q4 2021. 509 funds tracked by Wall St. Rank hold SRLN as of Q2 2024.

JFS Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 191 State Street Blackstone Senior Loan ETF shares in Q2 2024, an estimated $8.05K.
JFS Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and held it in 2 quarters.
JFS Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $52K in Q4 2021.
509 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.