Risk Paradigm Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Risk Paradigm 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
2026 Q1	$2.72M	Buy	67,802 +5,254	+8%	+$213K	2.32%	13
2025 Q4	$2.58M	Buy	+62,548	New	+$2.58M	2.48%	20
2018 Q4	$3.95M	Buy	88,350 +15,244	+21%	+$708K	9.6%	1
2018 Q3	$3.46M	Sell	73,106 -7,850	-10%	-$370K	6.86%	1
2018 Q2	$3.8M	Buy	80,956 +1,413	+2%	+$66.8K	7.32%	1
2018 Q1	$3.77M	Buy	79,543 +9,560	+14%	+$453K	4.79%	1
2017 Q4	$3.3M	Sell	69,983 -1,418	-2%	-$67.1K	3.54%	2
2017 Q3	$3.39M	Sell	71,401 -3,783	-5%	-$179K	4.13%	1
2017 Q2	$3.57M	Sell	75,184 -4,381	-6%	-$208K	4.19%	1
2017 Q1	$3.78M	Buy	79,565 +17,740	+29%	+$842K	4.31%	2
2016 Q4	$2.94M	Sell	61,825 -37,514	-38%	-$1.77M	3.23%	3
2016 Q3	$4.7M	Buy	99,339 +86,803	+692%	+$4.08M	3.52%	7
2016 Q2	$586K	Sell	12,536 -8,062	-39%	-$377K	0.79%	55
2016 Q1	$957K	Sell	20,598 -19,849	-49%	-$912K	1.22%	38
2015 Q4	$1.87M	Buy	40,447 +830	+2%	+$39K	2.21%	13
2015 Q3	$1.89M	Buy	+39,617	New	+$1.92M	3.9%	6

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

Risk Paradigm Group's SRLN Position: Q1 2026 in Review

Risk Paradigm Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 8.4% in Q1 2026, buying an estimated $213K and bringing the position to 67,802 shares worth $2.72M. The position accounts for 2.32% of the portfolio, ranked #13.

Risk Paradigm Group first reported a position in SRLN in Q3 2015 and has held it in 16 quarters since. The position peaked at $4.7M in Q3 2016. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Risk Paradigm Group held 67,802 shares of State Street Blackstone Senior Loan ETF worth $2.72M as of Q1 2026.
Risk Paradigm Group bought 5,254 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $213K.
State Street Blackstone Senior Loan ETF made up 2.32% of Risk Paradigm Group's portfolio in Q1 2026, its #13 holding.
Risk Paradigm Group first reported a position in State Street Blackstone Senior Loan ETF in Q3 2015 and has held it in 16 quarters since.
Risk Paradigm Group's State Street Blackstone Senior Loan ETF position peaked at $4.7M in Q3 2016.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.