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 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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Mission Hills Financial Advisory's SRLN Position: Q1 2026 in Review

Mission Hills Financial Advisory reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 26% in Q1 2026, selling an estimated $142K and leaving 10,128 shares worth $407K. The position accounts for 0.21% of the portfolio, ranked #34.

Mission Hills Financial Advisory first reported a position in SRLN in Q4 2025 and has held it in 2 quarters since. The position peaked at $562K in Q4 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Mission Hills Financial Advisory held 10,128 shares of State Street Blackstone Senior Loan ETF worth $407K as of Q1 2026.
Mission Hills Financial Advisory sold 3,498 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $142K.
State Street Blackstone Senior Loan ETF made up 0.21% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #34 holding.
Mission Hills Financial Advisory first reported a position in State Street Blackstone Senior Loan ETF in Q4 2025 and has held it in 2 quarters since.
Mission Hills Financial Advisory's State Street Blackstone Senior Loan ETF position peaked at $562K in Q4 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.