ShoreHaven Wealth Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

ShoreHaven Wealth 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
2026 Q2	–	Sell	-7,332	Closed	-$294K	–	112
2026 Q1	$294K	Sell	7,332 -4,359	-37%	-$177K	0.11%	85
2025 Q4	$482K	Sell	11,691 -798	-6%	-$32.9K	0.17%	72
2025 Q3	$519K	Sell	12,489 -142	-1%	-$5.89K	0.19%	67
2025 Q2	$525K	Buy	+12,631	New	+$517K	0.22%	64
2022 Q2	–	Sell	-89,576	Closed	-$4.03M	–	88
2022 Q1	$4.03M	Sell	89,576 -110	-0.1%	-$4.97K	2.13%	16
2021 Q4	$4.09M	Buy	89,686 +98	+0.1%	+$4.48K	2.03%	18
2021 Q3	$4.12M	Sell	89,588 -36,734	-29%	-$1.69M	2.15%	16
2021 Q2	$5.85M	Sell	126,322 -290	-0.2%	-$13.3K	3.14%	11
2021 Q1	$5.79M	Buy	126,612 +1,197	+1%	+$54.9K	3.14%	10
2020 Q4	$5.72M	Buy	+125,415	New	+$5.64M	3.2%	10

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ShoreHaven Wealth Partners's SRLN Position: Q2 2026 in Review

ShoreHaven Wealth Partners sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 7,332 shares — an estimated $294K sold.

ShoreHaven Wealth Partners first reported a position in SRLN in Q4 2020 and held it in 10 quarters. The position peaked at $5.85M in Q2 2021. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

ShoreHaven Wealth Partners reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
ShoreHaven Wealth Partners sold 7,332 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $294K.
ShoreHaven Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and held it in 10 quarters.
ShoreHaven Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $5.85M in Q2 2021.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.