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Sandbox Financial Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Sandbox Financial Partners’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
2021
Q3 		– Sell
-4,413
Closed -$204K – 111
2021
Q2 		$204K Buy
+4,413
New +$203K 0.15% 86

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State of New Jersey Common Pension Fund D
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Royal Bank of Canada
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sandbox Financial Partners's SRLN Position: Q3 2021 in Review

Sandbox Financial Partners sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2021, closing a stake of 4,413 shares — an estimated $204K sold.

Sandbox Financial Partners first reported a position in SRLN in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 388 funds tracked by Wall St. Rank hold SRLN as of Q3 2021.

  • Sandbox Financial Partners reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2021 after selling out during the quarter.
  • Sandbox Financial Partners sold 4,413 State Street Blackstone Senior Loan ETF shares in Q3 2021, an estimated $204K.
  • Sandbox Financial Partners first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and held it in 1 quarter.
  • Sandbox Financial Partners's State Street Blackstone Senior Loan ETF position peaked at $204K in Q2 2021.
  • 388 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2021.

Based on Sandbox Financial Partners's 13F filing for Q3 2021, filed 12 Nov 2021.