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Merit Financial Group’s State Street Blackstone High Income ETF HYBL Stock Holding History

Merit Financial Group’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
Q4 		– Sell
-14,703
Closed -$421K – 1984
2025
Q3 		$421K Buy
14,703
+397
+3% +$11.3K ﹤0.01% 1283
2025
Q2 		$409K Buy
+14,306
New +$401K ﹤0.01% 1191

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 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

Merit Financial Group's HYBL Position: Q4 2025 in Review

Merit Financial Group sold out of State Street Blackstone High Income ETF (HYBL) in Q4 2025, closing a stake of 14,703 shares — an estimated $421K sold.

Merit Financial Group first reported a position in HYBL in Q2 2025 and held it in 2 quarters. The position peaked at $421K in Q3 2025. 89 funds tracked by Wall St. Rank hold HYBL as of Q4 2025.

  • Merit Financial Group reported no remaining State Street Blackstone High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 14,703 State Street Blackstone High Income ETF shares in Q4 2025, an estimated $421K.
  • Merit Financial Group first reported a position in State Street Blackstone High Income ETF in Q2 2025 and held it in 2 quarters.
  • Merit Financial Group's State Street Blackstone High Income ETF position peaked at $421K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.