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Legacy Wealth Management (Idaho)’s State Street Blackstone High Income ETF HYBL Stock Holding History

Legacy Wealth Management (Idaho)’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 		$969K Buy
+34,680
New +$972K 0.4% 71

Other funds holding HYBL

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Raymond James Financial
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s HYBL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in State Street Blackstone High Income ETF (HYBL) in Q2 2026: 34,680 shares worth $969K. The stake represents 0.4% of the portfolio and ranks #71 among its holdings.

97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 34,680 shares of State Street Blackstone High Income ETF worth $969K as of Q2 2026.
  • State Street Blackstone High Income ETF was a new Legacy Wealth Management (Idaho) position in Q2 2026.
  • State Street Blackstone High Income ETF made up 0.4% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #71 holding.
  • 97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.