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

WealthShield 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 Q1	$290K	Sell	7,230 -4	-0.1%	-$162	0.03%	299
2025 Q4	$299K	Buy	7,234 +90	+1%	+$3.72K	0.03%	291
2025 Q3	$297K	Sell	7,144 -32	-0.4%	-$1.33K	0.03%	279
2025 Q2	$298K	Sell	7,176 -153	-2%	-$6.26K	0.04%	279
2025 Q1	$301K	Sell	7,329 -1,442	-16%	-$60K	0.04%	270
2024 Q4	$366K	Buy	8,771 +1,393	+19%	+$58.3K	0.05%	228
2024 Q3	$308K	Buy	7,378 +24	+0.3%	+$999	0.04%	245
2024 Q2	$307K	Sell	7,354 -105	-1%	-$4.4K	0.05%	240
2024 Q1	$314K	Hold	7,459	–	–	0.05%	232
2023 Q4	$313K	Sell	7,459 -210	-3%	-$8.75K	0.05%	236
2023 Q3	$322K	Sell	7,669 -171	-2%	-$7.15K	0.05%	245
2023 Q2	$328K	Sell	7,840 -498	-6%	-$20.6K	0.05%	244
2023 Q1	$346K	Sell	8,338 -164	-2%	-$6.82K	0.06%	232
2022 Q4	$348K	Sell	8,502 -76	-0.9%	-$3.13K	0.07%	232
2022 Q3	$351K	Buy	8,578 +46	+0.5%	+$1.95K	0.07%	232
2022 Q2	$355K	Buy	8,532 +512	+6%	+$22.3K	0.07%	232
2022 Q1	$361K	Buy	+8,020	New	+$362K	0.06%	267

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

WealthShield Partners's SRLN Position: Q1 2026 in Review

WealthShield Partners reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.06% in Q1 2026, selling an estimated $162 and leaving 7,230 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #299.

WealthShield Partners first reported a position in SRLN in Q1 2022 and has held it in 17 quarters since. The position peaked at $366K in Q4 2024. 485 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

WealthShield Partners held 7,230 shares of State Street Blackstone Senior Loan ETF worth $290K as of Q1 2026.
WealthShield Partners sold 4 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $162.
State Street Blackstone Senior Loan ETF made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #299 holding.
WealthShield Partners first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 17 quarters since.
WealthShield Partners's State Street Blackstone Senior Loan ETF position peaked at $366K in Q4 2024.
485 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.