Safe Harbor Fiduciary’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-150	Closed	-$6.19K	–	179
2025 Q4	$6.19K	Buy	+150	New	+$6.19K	0.01%	175
2025 Q2	$5.16K	Buy	124 +4	+3%	+$164	﹤0.01%	182
2025 Q1	$4.94K	Buy	120 +44	+58%	+$1.83K	0.01%	163
2024 Q4	$3.17K	Sell	76 -1	-1%	-$42	﹤0.01%	152
2024 Q3	$3.22K	Buy	+77	New	+$3.21K	﹤0.01%	162

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

Safe Harbor Fiduciary's SRLN Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 150 shares — an estimated $6.19K sold.

Safe Harbor Fiduciary first reported a position in SRLN in Q3 2024 and held it in 5 quarters. The position peaked at $6.19K in Q4 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Safe Harbor Fiduciary reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 150 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $6.19K.
Safe Harbor Fiduciary first reported a position in State Street Blackstone Senior Loan ETF in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's State Street Blackstone Senior Loan ETF position peaked at $6.19K in Q4 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.