Liberty Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-780	Closed	-$36K	–	977
2021 Q3	$36K	Hold	780	–	–	0.01%	492
2021 Q2	$36K	Hold	780	–	–	0.01%	390
2021 Q1	$35K	Hold	780	–	–	0.02%	352
2020 Q4	$35K	Hold	780	–	–	0.02%	350
2020 Q3	$35K	Hold	780	–	–	0.02%	297
2020 Q2	$34K	Sell	780 -173	-18%	-$7.33K	0.02%	285
2020 Q1	$38K	Buy	953 +173	+22%	+$7.73K	0.03%	242
2019 Q4	$36K	Hold	780	–	–	0.03%	315
2019 Q3	$36K	Buy	+780	New	+$36K	0.03%	296

Other funds holding SRLN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Liberty Wealth Management's SRLN Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2021, closing a stake of 780 shares — an estimated $36K sold.

Liberty Wealth Management first reported a position in SRLN in Q3 2019 and held it in 9 quarters. The position peaked at $38K in Q1 2020. 469 funds tracked by Wall St. Rank hold SRLN as of Q4 2021.

Liberty Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 780 State Street Blackstone Senior Loan ETF shares in Q4 2021, an estimated $36K.
Liberty Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2019 and held it in 9 quarters.
Liberty Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $38K in Q1 2020.
469 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.