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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
Q2 		– Sell
-7,230
Closed -$290K – 580
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthShield Partners's SRLN Position: Q2 2026 in Review

WealthShield Partners sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 7,230 shares — an estimated $290K sold.

WealthShield Partners first reported a position in SRLN in Q1 2022 and held it in 17 quarters. The position peaked at $366K in Q4 2024. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • WealthShield Partners reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 7,230 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $290K.
  • WealthShield Partners first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 17 quarters.
  • WealthShield Partners's State Street Blackstone Senior Loan ETF position peaked at $366K in Q4 2024.
  • 478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.