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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28.9M	Buy	1,012,493 +208,041	+26%	+$5.95M	4.22%	3
2025 Q1	$22.6M	Buy	804,452 +262,004	+48%	+$7.37M	3.71%	5
2024 Q4	$15.4M	Buy	+542,448	New	+$15.4M	2.52%	8