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Redmont Wealth Advisors’s State Street Blackstone High Income ETF HYBL Stock Holding History

Redmont Wealth Advisors’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 		$252K Buy
8,850
+388
+5% +$11K 0.38% 52
2025
Q3 		$242K Hold
8,462
– – 0.34% 60
2025
Q2 		$242K Buy
8,462
+1
+0% +$28 0.36% 58
2025
Q1 		$238K Buy
8,461
+1,102
+15% +$31.3K 0.46% 54
2024
Q4 		$209K Buy
7,359
+1
+0% +$29 0.36% 62
2024
Q3 		$211K Hold
7,358
– – 0.33% 65
2024
Q2 		$208K Sell
7,358
-1,081
-13% -$30.5K 0.33% 66
2024
Q1 		$240K Sell
8,439
-13
-0.2% -$365 0.33% 62
2023
Q4 		$238K Buy
+8,452
New +$233K 0.35% 61

Other funds holding HYBL

ZI
ZEGA Investments Palm Beach Gardens, Florida $528M AUM 17.33% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return