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

MBM Wealth Consultants’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	–	Sell	-118	Closed	-$4.74K	–	337
2026 Q1	$4.74K	Buy	+118	New	+$4.79K	﹤0.01%	273
2023 Q3	–	Sell	-156,370	Closed	-$6.54M	–	110
2023 Q2	$6.54M	Buy	156,370 +18,265	+13%	+$754K	2.8%	10
2023 Q1	$6.22M	Hold	138,105	–	–	2.54%	13
2022 Q4	$5.68M	Buy	138,105 +2,235	+2%	+$92K	2.63%	12
2022 Q3	$5.58M	Buy	135,870 +60,572	+80%	+$2.56M	2.69%	12
2022 Q2	$3.13M	Sell	75,298 -4,700	-6%	-$204K	1.53%	16
2022 Q1	$3.6M	Buy	79,998 +3,815	+5%	+$172K	1.49%	18
2021 Q4	$3.48M	Buy	76,183 +8,672	+13%	+$397K	1.44%	24
2021 Q3	$3.11M	Buy	+67,511	New	+$3.1M	1.42%	22
2019 Q1	–	Sell	-48,645	Closed	-$2.17M	–	239
2018 Q4	$2.17M	Buy	+48,645	New	+$2.26M	2.12%	10

Other funds holding SRLN

OPAM

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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MBM Wealth Consultants's SRLN Position: Q2 2026 in Review

MBM Wealth Consultants sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 118 shares — an estimated $4.74K sold.

MBM Wealth Consultants first reported a position in SRLN in Q4 2018 and held it in 10 quarters. The position peaked at $6.54M in Q2 2023. 203 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

MBM Wealth Consultants reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 118 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $4.74K.
MBM Wealth Consultants first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and held it in 10 quarters.
MBM Wealth Consultants's State Street Blackstone Senior Loan ETF position peaked at $6.54M in Q2 2023.
203 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.