Retirement Financial Solutions’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Retirement Financial Solutions’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 Q3	–	Sell	-13,730	Closed	-$571K	–	51
2025 Q2	$571K	Sell	13,730 -1,064	-7%	-$43.5K	0.2%	32
2025 Q1	$608K	Buy	14,794 +3,956	+37%	+$165K	0.24%	32
2024 Q4	$452K	Sell	10,838 -5,999	-36%	-$251K	0.24%	30
2024 Q3	$703K	Buy	16,837 +310	+2%	+$12.9K	0.31%	29
2024 Q2	$691K	Buy	16,527 +2,815	+21%	+$118K	0.33%	28
2024 Q1	$577K	Sell	13,712 -2,300	-14%	-$96.4K	0.3%	30
2023 Q4	$671K	Buy	16,012 +4,862	+44%	+$203K	0.38%	27
2023 Q3	$468K	Buy	+11,150	New	+$466K	0.32%	28

Other funds holding SRLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return

APSPRSPT

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Retirement Financial Solutions's SRLN Position: Q3 2025 in Review

Retirement Financial Solutions sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2025, closing a stake of 13,730 shares — an estimated $571K sold.

Retirement Financial Solutions first reported a position in SRLN in Q3 2023 and held it in 8 quarters. The position peaked at $703K in Q3 2024. 500 funds tracked by Wall St. Rank hold SRLN as of Q3 2025.

Retirement Financial Solutions reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
Retirement Financial Solutions sold 13,730 State Street Blackstone Senior Loan ETF shares in Q3 2025, an estimated $571K.
Retirement Financial Solutions first reported a position in State Street Blackstone Senior Loan ETF in Q3 2023 and held it in 8 quarters.
Retirement Financial Solutions's State Street Blackstone Senior Loan ETF position peaked at $703K in Q3 2024.
500 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2025.

Based on Retirement Financial Solutions's 13F filing for Q3 2025, filed 22 Oct 2025.