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

Triad 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	-21,565	Closed	-$866K	–	605
2026 Q1	$866K	Sell	21,565 -14,160	-40%	-$575K	0.07%	195
2025 Q4	$1.47M	Buy	+35,725	New	+$1.47M	0.14%	109
2024 Q3	–	Sell	-86	Closed	-$3.6K	–	793
2024 Q2	$3.6K	Buy	+86	New	+$3.6K	﹤0.01%	642

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

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

Triad Wealth Partners sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 21,565 shares — an estimated $866K sold.

Triad Wealth Partners first reported a position in SRLN in Q2 2024 and held it in 3 quarters. The position peaked at $1.47M in Q4 2025. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Triad Wealth Partners reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 21,565 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $866K.
Triad Wealth Partners first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's State Street Blackstone Senior Loan ETF position peaked at $1.47M in Q4 2025.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.