Equitable Holdings’s State Street Blackstone High Income ETF HYBL Stock Holding History

Equitable Holdings’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	$6.45M	Buy	226,926 +37,215	+20%	+$1.05M	0.04%	366
2025 Q4	$5.4M	Buy	189,711 +12,788	+7%	+$364K	0.04%	354
2025 Q3	$5.07M	Buy	176,923 +32,191	+22%	+$919K	0.04%	348
2025 Q2	$4.14M	Buy	144,732 +10,622	+8%	+$298K	0.03%	373
2025 Q1	$3.77M	Buy	134,110 +52,386	+64%	+$1.49M	0.04%	350
2024 Q4	$2.32M	Sell	81,724 -1,097	-1%	-$31.3K	0.02%	443
2024 Q3	$2.38M	Sell	82,821 -49,014	-37%	-$1.39M	0.02%	443
2024 Q2	$3.73M	Buy	131,835 +22,026	+20%	+$620K	0.04%	321
2024 Q1	$3.12M	Buy	109,809 +42,518	+63%	+$1.19M	0.04%	335
2023 Q4	$1.89M	Buy	+67,291	New	+$1.85M	0.02%	427

Other funds holding HYBL

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

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

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

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

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

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

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return