Richmond Investment Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Richmond Investment Services’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	$284K	Hold	7,082	–	–	0.05%	210
2025 Q4	$292K	Hold	7,082	–	–	0.05%	185
2025 Q3	$294K	Hold	7,082	–	–	0.05%	182
2025 Q2	$295K	Buy	+7,082	New	+$290K	0.06%	167

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

Richmond Investment Services's SRLN Position: Q1 2026 in Review

Richmond Investment Services held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q1 2026 at 7,082 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #210.

Richmond Investment Services first reported a position in SRLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $295K in Q2 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Richmond Investment Services held 7,082 shares of State Street Blackstone Senior Loan ETF worth $284K as of Q1 2026.
Richmond Investment Services left its State Street Blackstone Senior Loan ETF share count unchanged in Q1 2026.
State Street Blackstone Senior Loan ETF made up 0.05% of Richmond Investment Services's portfolio in Q1 2026, its #210 holding.
Richmond Investment Services first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
Richmond Investment Services's State Street Blackstone Senior Loan ETF position peaked at $295K in Q2 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.