GFPC
HYBL icon

Global Financial Private Client’s State Street Blackstone High Income ETF HYBL Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-900
Closed -$25.3K – 840
2025
Q1 		$25.3K Hold
900
– – 0.01% 414
2024
Q4 		$25.5K Hold
900
– – 0.01% 390
2024
Q3 		$25.8K Hold
900
– – 0.01% 396
2024
Q2 		$25.4K Hold
900
– – 0.01% 365
2024
Q1 		$25.3K Hold
900
– – 0.01% 371
2023
Q4 		$25.3K Hold
900
– – 0.01% 368
2023
Q3 		$24.5K Buy
+900
New +$24.9K 0.01% 352

Other funds holding HYBL

ZI
ZEGA Investments Palm Beach Gardens, Florida $528M AUM 17.33% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return