Envestnet Portfolio Solutions’s State Street Blackstone High Income ETF HYBL Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q4	–	Sell	-96,890	Closed	-$2.78M	–	1520
2025 Q3	$2.78M	Buy	96,890 +18,346	+23%	+$524K	0.01%	459
2025 Q2	$2.25M	Buy	78,544 +16,164	+26%	+$453K	0.01%	534
2025 Q1	$1.75M	Buy	62,380 +6,639	+12%	+$188K	0.01%	620
2024 Q4	$1.58M	Buy	55,741 +6,449	+13%	+$184K	0.01%	754
2024 Q3	$1.41M	Buy	49,292 +2,315	+5%	+$65.6K	﹤0.01%	782
2024 Q2	$1.33M	Buy	46,977 +13,921	+42%	+$392K	﹤0.01%	767
2024 Q1	$938K	Buy	33,056 +17,426	+111%	+$490K	﹤0.01%	859
2023 Q4	$440K	Buy	15,630 +4,278	+38%	+$118K	﹤0.01%	1102
2023 Q3	$313K	Buy	+11,352	New	+$314K	﹤0.01%	1204

Other funds holding HYBL

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 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

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

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

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

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 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

Envestnet Portfolio Solutions's HYBL Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of State Street Blackstone High Income ETF (HYBL) in Q4 2025, closing a stake of 96,890 shares — an estimated $2.78M sold.

Envestnet Portfolio Solutions first reported a position in HYBL in Q3 2023 and held it in 9 quarters. The position peaked at $2.78M in Q3 2025. 89 funds tracked by Wall St. Rank hold HYBL as of Q4 2025.

Envestnet Portfolio Solutions reported no remaining State Street Blackstone High Income ETF position as of Q4 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 96,890 State Street Blackstone High Income ETF shares in Q4 2025, an estimated $2.78M.
Envestnet Portfolio Solutions first reported a position in State Street Blackstone High Income ETF in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's State Street Blackstone High Income ETF position peaked at $2.78M in Q3 2025.
89 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.