Milestone Asset Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Milestone Asset 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
2026 Q2	–	Sell	-10,615	Closed	-$426K	–	287
2026 Q1	$426K	Buy	10,615 +2,610	+33%	+$106K	0.08%	176
2025 Q4	$330K	Buy	8,005 +1,918	+32%	+$79.2K	0.06%	176
2025 Q3	$253K	Buy	+6,087	New	+$253K	0.05%	199

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 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

Milestone Asset Management's SRLN Position: Q2 2026 in Review

Milestone Asset Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 10,615 shares — an estimated $426K sold.

Milestone Asset Management first reported a position in SRLN in Q3 2025 and held it in 3 quarters. The position peaked at $426K in Q1 2026. 236 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Milestone Asset Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Milestone Asset Management sold 10,615 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $426K.
Milestone Asset Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2025 and held it in 3 quarters.
Milestone Asset Management's State Street Blackstone Senior Loan ETF position peaked at $426K in Q1 2026.
236 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.