Landmark Wealth Management (Illinois)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Landmark Wealth Management (Illinois)’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	$2.36M	Buy	58,697 +4,282	+8%	+$173K	0.78%	20
2026 Q1	$2.18M	Buy	54,415 +775	+1%	+$31.5K	0.82%	19
2025 Q4	$2.21M	Buy	53,640 +2,290	+4%	+$94.5K	0.84%	18
2025 Q3	$2.14M	Buy	51,350 +2,099	+4%	+$87.1K	0.83%	19
2025 Q2	$2.05M	Buy	49,251 +4,190	+9%	+$171K	0.88%	21
2025 Q1	$1.85M	Buy	45,061 +13,229	+42%	+$550K	0.88%	23
2024 Q4	$1.33M	Buy	31,832 +3,239	+11%	+$135K	0.65%	33
2024 Q3	$1.19M	Buy	28,593 +2,021	+8%	+$84.1K	0.6%	31
2024 Q2	$1.11M	Buy	+26,572	New	+$1.11M	0.61%	32

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 $3.37T AUM 44.26% 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

Landmark Wealth Management (Illinois)'s SRLN Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 7.9% in Q2 2026, buying an estimated $173K and bringing the position to 58,697 shares worth $2.36M. The position accounts for 0.78% of the portfolio, ranked #20.

Landmark Wealth Management (Illinois) first reported a position in SRLN in Q2 2024 and has held it in 9 quarters since. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Landmark Wealth Management (Illinois) held 58,697 shares of State Street Blackstone Senior Loan ETF worth $2.36M as of Q2 2026.
Landmark Wealth Management (Illinois) bought 4,282 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $173K.
State Street Blackstone Senior Loan ETF made up 0.78% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #20 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.