Envestnet Asset Management
HYBL icon

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
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

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