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

LJI 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
2025 Q2	–	Sell	-8,955	Closed	-$368K	–	193
2025 Q1	$368K	Sell	8,955 -110	-1%	-$4.58K	0.07%	114
2024 Q4	$378K	Hold	9,065	–	–	0.07%	112
2024 Q3	$379K	Buy	9,065 +600	+7%	+$25K	0.08%	132
2024 Q2	$354K	Buy	+8,465	New	+$354K	0.08%	130
2024 Q1	–	Sell	-10,900	Closed	-$457K	–	171
2023 Q4	$457K	Buy	10,900 +75	+0.7%	+$3.12K	0.12%	93
2023 Q3	$454K	Sell	10,825 -480	-4%	-$20.1K	0.13%	85
2023 Q2	$473K	Sell	11,305 -2,850	-20%	-$118K	0.14%	83
2023 Q1	$587K	Sell	14,155 -1,230	-8%	-$51.2K	0.19%	57
2022 Q4	$629K	Buy	+15,385	New	+$633K	0.22%	50

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

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

APSPRSPT

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

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

LJI Wealth Management's SRLN Position: Q2 2025 in Review

LJI Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2025, closing a stake of 8,955 shares — an estimated $368K sold.

LJI Wealth Management first reported a position in SRLN in Q4 2022 and held it in 9 quarters. The position peaked at $629K in Q4 2022. 521 funds tracked by Wall St. Rank hold SRLN as of Q2 2025.

LJI Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
LJI Wealth Management sold 8,955 State Street Blackstone Senior Loan ETF shares in Q2 2025, an estimated $368K.
LJI Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and held it in 9 quarters.
LJI Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $629K in Q4 2022.
521 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2025.

Based on LJI Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.