Gateway Wealth Partners’s State Street Blackstone High Income ETF HYBL Stock Holding History

Gateway Wealth Partners’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	$274K	Sell	9,814 -9,046	-48%	-$253K	0.02%	660
2026 Q1	$525K	Buy	18,860 +10,108	+115%	+$285K	0.02%	560
2025 Q4	$249K	Buy	8,752 +562	+7%	+$16K	0.03%	409
2025 Q3	$235K	Sell	8,190 -1,238	-13%	-$35.3K	0.03%	371
2025 Q2	$270K	Buy	+9,428	New	+$264K	0.05%	296

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

Gateway Wealth Partners's HYBL Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street Blackstone High Income ETF (HYBL) stake by 48% in Q2 2026, selling an estimated $253K and leaving 9,814 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #660.

Gateway Wealth Partners first reported a position in HYBL in Q2 2025 and has held it in 5 quarters since. The position peaked at $525K in Q1 2026. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

Gateway Wealth Partners held 9,814 shares of State Street Blackstone High Income ETF worth $274K as of Q2 2026.
Gateway Wealth Partners sold 9,046 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $253K.
State Street Blackstone High Income ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #660 holding.
Gateway Wealth Partners first reported a position in State Street Blackstone High Income ETF in Q2 2025 and has held it in 5 quarters since.
Gateway Wealth Partners's State Street Blackstone High Income ETF position peaked at $525K in Q1 2026.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.