Congress Wealth Management’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	$3.8M	Buy	132,848 +12,725	+11%	+$364K	0.04%	436
2025 Q1	$3.38M	Buy	120,123 +19,677	+20%	+$553K	0.04%	386
2024 Q4	$2.85M	Buy	100,446 +91,155	+981%	+$2.59M	0.04%	360
2024 Q3	$267K	Buy	+9,291	New	+$267K	﹤0.01%	763