Concord Wealth Partners’s State Street Blackstone High Income ETF HYBL Stock Holding History

Concord Wealth Partners’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 Q2	$35.3M	Buy	1,262,818 +48,525	+4%	+$1.36M	4.04%	3
2026 Q1	$33.8M	Buy	1,214,293 +73,743	+6%	+$2.08M	4.39%	3
2025 Q4	$32.4M	Buy	1,140,550 +45,399	+4%	+$1.29M	4.21%	3
2025 Q3	$31.4M	Buy	1,095,151 +82,658	+8%	+$2.36M	4.33%	2
2025 Q2	$28.9M	Buy	1,012,493 +208,041	+26%	+$5.83M	4.22%	3
2025 Q1	$22.6M	Buy	804,452 +262,004	+48%	+$7.44M	3.71%	5
2024 Q4	$15.4M	Buy	+542,448	New	+$15.5M	2.52%	8

Other funds holding HYBL

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Concord Wealth Partners's HYBL Position: Q2 2026 in Review

Concord Wealth Partners increased its State Street Blackstone High Income ETF (HYBL) stake by 4% in Q2 2026, buying an estimated $1.36M and bringing the position to 1,262,818 shares worth $35.3M. The position accounts for 4.04% of the portfolio, ranked #3.

Concord Wealth Partners first reported a position in HYBL in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

Concord Wealth Partners held 1,262,818 shares of State Street Blackstone High Income ETF worth $35.3M as of Q2 2026.
Concord Wealth Partners bought 48,525 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $1.36M.
State Street Blackstone High Income ETF made up 4.04% of Concord Wealth Partners's portfolio in Q2 2026, its #3 holding.
Concord Wealth Partners first reported a position in State Street Blackstone High Income ETF in Q4 2024 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.