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

MBL Wealth’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
2022
Q2 		– Sell
-6,945
Closed -$312K – 172
2022
Q1 		$312K Buy
+6,945
New +$314K 0.08% 128
2021
Q1 		$278K Sell
6,080
-12,370
-67% -$568K 0.1% 122
2020
Q4 		$842K Buy
+18,450
New +$830K 0.33% 52

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MBL Wealth's SRLN Position: Q2 2022 in Review

MBL Wealth sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2022, closing a stake of 6,945 shares — an estimated $312K sold.

MBL Wealth first reported a position in SRLN in Q4 2020 and held it in 3 quarters. The position peaked at $842K in Q4 2020. 540 funds tracked by Wall St. Rank hold SRLN as of Q2 2022.

  • MBL Wealth reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2022 after selling out during the quarter.
  • MBL Wealth sold 6,945 State Street Blackstone Senior Loan ETF shares in Q2 2022, an estimated $312K.
  • MBL Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and held it in 3 quarters.
  • MBL Wealth's State Street Blackstone Senior Loan ETF position peaked at $842K in Q4 2020.
  • 540 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2022.

Based on MBL Wealth's 13F filing for Q2 2022, filed 12 Jan 2023.