CWM
HYBL icon

Collaborative Wealth Management’s State Street Blackstone High Income ETF HYBL Stock Holding History

Collaborative Wealth Management’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 		$757K Sell
27,195
-83,316
-75% -$2.35M 0.35% 46
2025
Q4 		$3.14M Buy
110,511
+17,274
+19% +$491K 1.11% 23
2025
Q3 		$2.67M Buy
93,237
+10,302
+12% +$294K 1.08% 23
2025
Q2 		$2.37M Buy
82,935
+12,155
+17% +$341K 1.03% 22
2025
Q1 		$1.99M Buy
70,780
+5,577
+9% +$158K 0.93% 26
2024
Q4 		$1.85M Buy
65,203
+19,729
+43% +$563K 0.84% 29
2024
Q3 		$1.31M Buy
45,474
+11,730
+35% +$333K 0.59% 37
2024
Q2 		$954K Buy
33,744
+7,688
+30% +$217K 0.47% 49
2024
Q1 		$739K Buy
26,056
+9,284
+55% +$261K 0.37% 64
2023
Q4 		$472K Buy
16,772
+9,388
+127% +$259K 0.26% 83
2023
Q3 		$204K Buy
+7,384
New +$204K 0.12% 152

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