Kingswood Wealth Advisors’s SPDR Blackstone High Income ETF HYBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$457K Sell
16,000
-10,000
-38% -$286K 0.04% 439
2025
Q1
$727K Sell
26,000
-26,000
-50% -$727K 0.07% 314
2024
Q4
$1.47M Buy
+52,000
New +$1.47M 0.11% 197