Envestnet Portfolio Solutions

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 $528M AUM 17.33% 1-Year Est. Return

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return