Nalls Sherbakoff Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$50.6K	Sell	1,225 -366	-23%	-$15.1K	0.04%	201
2025 Q3	$66.2K	Hold	1,591	–	–	0.04%	181
2025 Q2	$66.2K	Hold	1,591	–	–	0.05%	173
2025 Q1	$65.4K	Buy	+1,591	New	+$66.2K	0.05%	164
2023 Q4	$82.1K	Hold	1,959	–	–	0.07%	129
2023 Q3	$82.1K	Hold	1,959	–	–	0.08%	125
2023 Q2	$80.5K	Hold	1,959	–	–	0.08%	126
2023 Q1	$81K	Buy	+1,959	New	+$81.5K	0.08%	128

Other funds holding SRLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM

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

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

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

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

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

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

Nalls Sherbakoff Group's SRLN Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 23% in Q4 2025, selling an estimated $15.1K and leaving 1,225 shares worth $50.6K. The position accounts for 0.04% of the portfolio, ranked #201.

Nalls Sherbakoff Group first reported a position in SRLN in Q1 2023 and has held it in 8 quarters since. The position peaked at $82.1K in Q4 2023. 525 funds tracked by Wall St. Rank hold SRLN as of Q4 2025.

Nalls Sherbakoff Group held 1,225 shares of State Street Blackstone Senior Loan ETF worth $50.6K as of Q4 2025.
Nalls Sherbakoff Group sold 366 State Street Blackstone Senior Loan ETF shares in Q4 2025, an estimated $15.1K.
State Street Blackstone Senior Loan ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #201 holding.
Nalls Sherbakoff Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's State Street Blackstone Senior Loan ETF position peaked at $82.1K in Q4 2023.
525 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.