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Marshall Financial Group (Maryland)’s State Street Blackstone High Income ETF HYBL Stock Holding History

Marshall Financial Group (Maryland)’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 		$437K Sell
15,622
-771
-5% -$21.6K 0.06% 223
2026
Q1 		$456K Buy
16,393
+353
+2% +$9.95K 0.07% 208
2025
Q4 		$456K Buy
16,040
+3,763
+31% +$107K 0.09% 209
2025
Q3 		$352K Sell
12,277
-1,825
-13% -$52.1K 0.07% 201
2025
Q2 		$402K Sell
14,102
-108
-0.8% -$3.03K 0.08% 193
2025
Q1 		$400K Sell
14,210
-1,363
-9% -$38.7K 0.09% 171
2024
Q4 		$442K Buy
15,573
+1,251
+9% +$35.7K 0.11% 155
2024
Q3 		$411K Buy
14,322
+293
+2% +$8.3K 0.1% 161
2024
Q2 		$396K Sell
14,029
-546
-4% -$15.4K 0.11% 135
2024
Q1 		$414K Sell
14,575
-71
-0.5% -$2K 0.12% 133
2023
Q4 		$412K Sell
14,646
-683
-4% -$18.8K 0.13% 135
2023
Q3 		$423K Sell
15,329
-507
-3% -$14K 0.15% 131
2023
Q2 		$439K Sell
15,836
-43,478
-73% -$1.2M 0.15% 131
2023
Q1 		$1.65M Sell
59,314
-100,428
-63% -$2.77M 0.59% 47
2022
Q4 		$4.35M Buy
+159,742
New +$4.35M 1.69% 9

Other funds holding HYBL

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

Marshall Financial Group (Maryland)'s HYBL Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its State Street Blackstone High Income ETF (HYBL) stake by 4.7% in Q2 2026, selling an estimated $21.6K and leaving 15,622 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #223.

Marshall Financial Group (Maryland) first reported a position in HYBL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.35M in Q4 2022. 36 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

  • Marshall Financial Group (Maryland) held 15,622 shares of State Street Blackstone High Income ETF worth $437K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 771 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $21.6K.
  • State Street Blackstone High Income ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #223 holding.
  • Marshall Financial Group (Maryland) first reported a position in State Street Blackstone High Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Marshall Financial Group (Maryland)'s State Street Blackstone High Income ETF position peaked at $4.35M in Q4 2022.
  • 36 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.