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HYBL icon

AIFG Consultants’s State Street Blackstone High Income ETF HYBL Stock Holding History

AIFG Consultants’s Portfolio HYBL Stock Details HYBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-26,014
Closed -$717K – 40
2023
Q3 		$717K Sell
26,014
-5,630
-18% -$156K 0.59% 19
2023
Q2 		$877K Sell
31,644
-86
-0.3% -$2.37K 0.7% 19
2023
Q1 		$881K Buy
+31,730
New +$876K 0.75% 20

Other funds holding HYBL

RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HAC
Harbor Advisory Corp Portsmouth, New Hampshire $333M AUM 20.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIFG Consultants's HYBL Position: Q4 2023 in Review

AIFG Consultants sold out of State Street Blackstone High Income ETF (HYBL) in Q4 2023, closing a stake of 26,014 shares — an estimated $717K sold.

AIFG Consultants first reported a position in HYBL in Q1 2023 and held it in 3 quarters. The position peaked at $881K in Q1 2023. 52 funds tracked by Wall St. Rank hold HYBL as of Q4 2023.

  • AIFG Consultants reported no remaining State Street Blackstone High Income ETF position as of Q4 2023 after selling out during the quarter.
  • AIFG Consultants sold 26,014 State Street Blackstone High Income ETF shares in Q4 2023, an estimated $717K.
  • AIFG Consultants first reported a position in State Street Blackstone High Income ETF in Q1 2023 and held it in 3 quarters.
  • AIFG Consultants's State Street Blackstone High Income ETF position peaked at $881K in Q1 2023.
  • 52 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q4 2023.

Based on AIFG Consultants's 13F filing for Q4 2023, filed 31 Jan 2024.