Mission Hills Financial Advisory’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Mission Hills Financial Advisory’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	$1.05M	Buy	26,001 +15,873	+157%	+$641K	0.46%	35
2026 Q1	$407K	Sell	10,128 -3,498	-26%	-$142K	0.21%	34
2025 Q4	$562K	Buy	+13,626	New	+$563K	0.3%	32

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mission Hills Financial Advisory's SRLN Position: Q2 2026 in Review

Mission Hills Financial Advisory increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 157% in Q2 2026, buying an estimated $641K and bringing the position to 26,001 shares worth $1.05M. The position accounts for 0.46% of the portfolio, ranked #35.

Mission Hills Financial Advisory first reported a position in SRLN in Q4 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Mission Hills Financial Advisory held 26,001 shares of State Street Blackstone Senior Loan ETF worth $1.05M as of Q2 2026.
Mission Hills Financial Advisory bought 15,873 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $641K.
State Street Blackstone Senior Loan ETF made up 0.46% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #35 holding.
Mission Hills Financial Advisory first reported a position in State Street Blackstone Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.