Valtinson Bruner Financial Planning’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.09M Buy
2025
Q2
$395K Buy
2025
Q1
$226K Buy
2024
Q1
Sell
2023
Q4
$2.72M Buy
2023
Q3
$2.69M Buy
2023
Q2
$2.63M Buy
2023
Q1
$1.47M Sell
2022
Q4
$1.85M Sell
2022
Q3
$3.36M Buy
2022
Q2
$3.18M Buy
2022
Q1
$3.36M Buy
2021
Q4
$3.13M Sell
2021
Q3
$3.27M Buy
2021
Q2
$3.06M Buy