YHB Investment Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

YHB Investment Advisors’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
2024 Q1	–	Sell	-16,140	Closed	-$677K	–	278
2023 Q4	$677K	Sell	16,140 -800	-5%	-$33.3K	0.07%	161
2023 Q3	$710K	Sell	16,940 -100	-0.6%	-$4.18K	0.07%	156
2023 Q2	$713K	Sell	17,040 -3,125	-15%	-$129K	0.07%	163
2023 Q1	$836K	Sell	20,165 -16,921	-46%	-$704K	0.08%	151
2022 Q4	$1.52M	Sell	37,086 -62,532	-63%	-$2.57M	0.16%	119
2022 Q3	$4.07M	Sell	99,618 -56,802	-36%	-$2.4M	0.45%	63
2022 Q2	$6.51M	Buy	156,420 +28,742	+23%	+$1.25M	0.69%	39
2022 Q1	$5.74M	Buy	127,678 +38,814	+44%	+$1.75M	0.51%	54
2021 Q4	$4.05M	Buy	88,864 +48,465	+120%	+$2.22M	0.32%	79
2021 Q3	$1.86M	Buy	+40,399	New	+$1.85M	0.16%	128

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

YHB Investment Advisors's SRLN Position: Q1 2024 in Review

YHB Investment Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2024, closing a stake of 16,140 shares — an estimated $677K sold.

YHB Investment Advisors first reported a position in SRLN in Q3 2021 and held it in 10 quarters. The position peaked at $6.51M in Q2 2022. 479 funds tracked by Wall St. Rank hold SRLN as of Q1 2024.

YHB Investment Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2024 after selling out during the quarter.
YHB Investment Advisors sold 16,140 State Street Blackstone Senior Loan ETF shares in Q1 2024, an estimated $677K.
YHB Investment Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and held it in 10 quarters.
YHB Investment Advisors's State Street Blackstone Senior Loan ETF position peaked at $6.51M in Q2 2022.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2024.

Based on YHB Investment Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.