CT
HYBL icon

Clearstead Trust’s State Street Blackstone High Income ETF HYBL Stock Holding History

Clearstead Trust’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
2026
Q1 		$38.2K Hold
1,373
– – 0.01% 345
2025
Q4 		$39K Sell
1,373
-1,845
-57% -$52.5K 0.01% 360
2025
Q3 		$92.2K Sell
3,218
-3,445
-52% -$98.3K 0.02% 251
2025
Q2 		$190K Hold
6,663
– – 0.04% 180
2025
Q1 		$187K Hold
6,663
– – 0.04% 157
2024
Q4 		$189K Buy
6,663
+2,108
+46% +$60.1K 0.04% 153
2024
Q3 		$131K Hold
4,555
– – 0.03% 162
2024
Q2 		$129K Hold
4,555
– – 0.03% 159
2024
Q1 		$129K Hold
4,555
– – 0.03% 166
2023
Q4 		$128K Buy
+4,555
New +$125K 0.04% 182

Other funds holding HYBL

ZI
ZEGA Investments Palm Beach Gardens, Florida $528M AUM 17.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return