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

Newbridge Financial Services 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
2026 Q2	$522K	Buy	18,662 +3,415	+22%	+$95.7K	0.06%	164
2026 Q1	$424K	Buy	15,247 +14,509	+1,966%	+$409K	0.07%	158
2025 Q4	$21K	Buy	738 +363	+97%	+$10.3K	﹤0.01%	633
2025 Q3	$10.7K	Sell	375 -2,825	-88%	-$80.6K	﹤0.01%	884
2025 Q2	$91.5K	Buy	3,200 +2,825	+753%	+$79.2K	0.01%	395
2025 Q1	$10.5K	Hold	375	–	–	﹤0.01%	677
2024 Q4	$10.6K	Buy	+375	New	+$10.7K	﹤0.01%	720

Other funds holding HYBL

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Newbridge Financial Services Group's HYBL Position: Q2 2026 in Review

Newbridge Financial Services Group increased its State Street Blackstone High Income ETF (HYBL) stake by 22% in Q2 2026, buying an estimated $95.7K and bringing the position to 18,662 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #164.

Newbridge Financial Services Group first reported a position in HYBL in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

Newbridge Financial Services Group held 18,662 shares of State Street Blackstone High Income ETF worth $522K as of Q2 2026.
Newbridge Financial Services Group bought 3,415 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $95.7K.
State Street Blackstone High Income ETF made up 0.06% of Newbridge Financial Services Group's portfolio in Q2 2026, its #164 holding.
Newbridge Financial Services Group first reported a position in State Street Blackstone High Income ETF in Q4 2024 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.