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Householder Group Estate & Retirement Specialist’s State Street Blackstone High Income ETF HYBL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$266K Buy
9,395
+315
+3% +$8.98K 0.2% 84
2024
Q3 		$260K Buy
9,080
+337
+4% +$9.55K 0.08% 208
2024
Q2 		$247K Buy
8,743
+1,203
+16% +$33.9K 0.07% 219
2024
Q1 		$214K Buy
7,540
+1,901
+34% +$53.4K 0.06% 234
2023
Q4 		$158K Buy
5,639
+4,529
+408% +$125K 0.05% 266
2023
Q3 		$30.6K Buy
+1,110
New +$30.7K 0.01% 548

Other funds holding HYBL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HYBL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its State Street Blackstone High Income ETF (HYBL) stake by 3.5% in Q4 2024, buying an estimated $8.98K and bringing the position to 9,395 shares worth $266K. The position accounts for 0.2% of the portfolio, ranked #84.

Householder Group Estate & Retirement Specialist first reported a position in HYBL in Q3 2023 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold HYBL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 9,395 shares of State Street Blackstone High Income ETF worth $266K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 315 State Street Blackstone High Income ETF shares in Q4 2024, an estimated $8.98K.
  • State Street Blackstone High Income ETF made up 0.2% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #84 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street Blackstone High Income ETF in Q3 2023 and has held it in 6 quarters since.
  • 71 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.