JSW
BSL

Journey Strategic Wealth’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Journey Strategic Wealth’s Portfolio BSL Stock Details BSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,155
Closed -$143K – 667
2025
Q1 		$143K Hold
10,155
– – 0.01% 480
2024
Q4 		$146K Hold
10,155
– – 0.01% 482
2024
Q3 		$143K Hold
10,155
– – 0.01% 492
2024
Q2 		$142K Buy
+10,155
New +$144K 0.01% 383

Other funds holding BSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $265M AUM 14.46% 1-Year Est. Return

Journey Strategic Wealth's BSL Position: Q2 2025 in Review

Journey Strategic Wealth sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q2 2025, closing a stake of 10,155 shares — an estimated $143K sold.

Journey Strategic Wealth first reported a position in BSL in Q2 2024 and held it in 4 quarters. The position peaked at $146K in Q4 2024. 40 funds tracked by Wall St. Rank hold BSL as of Q2 2025.

  • Journey Strategic Wealth reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q2 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 10,155 Blackstone Senior Floating Rate 2027 Term Fund shares in Q2 2025, an estimated $143K.
  • Journey Strategic Wealth first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q2 2024 and held it in 4 quarters.
  • Journey Strategic Wealth's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $146K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q2 2025.

Based on Journey Strategic Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.