RFS
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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 8.83% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return