Envestnet Asset Management’s State Street Blackstone High Income ETF HYBL Stock Holding History

Envestnet Asset 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 Q2	$1.15M	Sell	41,084 -21,105	-34%	-$591K	﹤0.01%	3541
2026 Q1	$1.73M	Buy	62,189 +10,289	+20%	+$290K	﹤0.01%	3109
2025 Q4	$1.48M	Sell	51,900 -520,185	-91%	-$14.8M	﹤0.01%	3045
2025 Q3	$16.4M	Buy	572,085 +76,460	+15%	+$2.18M	﹤0.01%	1419
2025 Q2	$14.2M	Buy	495,625 +128,709	+35%	+$3.61M	﹤0.01%	1500
2025 Q1	$10.3M	Buy	366,916 +72,158	+24%	+$2.05M	﹤0.01%	1637
2024 Q4	$8.36M	Buy	294,758 +20,218	+7%	+$577K	﹤0.01%	1769
2024 Q3	$7.88M	Buy	274,540 +53,323	+24%	+$1.51M	﹤0.01%	1803
2024 Q2	$6.25M	Buy	221,217 +44,039	+25%	+$1.24M	﹤0.01%	1869
2024 Q1	$5.03M	Buy	177,178 +31,020	+21%	+$872K	﹤0.01%	1970
2023 Q4	$4.11M	Buy	146,158 +46,056	+46%	+$1.27M	﹤0.01%	2022
2023 Q3	$2.76M	Buy	100,102 +12,166	+14%	+$336K	﹤0.01%	2180
2023 Q2	$2.44M	Buy	87,936 +4,907	+6%	+$135K	﹤0.01%	2155
2023 Q1	$2.3M	Buy	+83,029	New	+$2.29M	﹤0.01%	2110

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

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 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

Envestnet Asset Management's HYBL Position: Q2 2026 in Review

Envestnet Asset Management reduced its State Street Blackstone High Income ETF (HYBL) stake by 34% in Q2 2026, selling an estimated $591K and leaving 41,084 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

Envestnet Asset Management first reported a position in HYBL in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.4M in Q3 2025. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

Envestnet Asset Management held 41,084 shares of State Street Blackstone High Income ETF worth $1.15M as of Q2 2026.
Envestnet Asset Management sold 21,105 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $591K.
State Street Blackstone High Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3541 holding.
Envestnet Asset Management first reported a position in State Street Blackstone High Income ETF in Q1 2023 and has held it in 14 quarters since.
Envestnet Asset Management's State Street Blackstone High Income ETF position peaked at $16.4M in Q3 2025.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.