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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Redmont Wealth Advisors's HYBL Position: Q4 2025 in Review

Redmont Wealth Advisors increased its State Street Blackstone High Income ETF (HYBL) stake by 4.6% in Q4 2025, buying an estimated $11K and bringing the position to 8,850 shares worth $252K. The position accounts for 0.38% of the portfolio, ranked #52.

Redmont Wealth Advisors first reported a position in HYBL in Q4 2023 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold HYBL as of Q4 2025.

Redmont Wealth Advisors held 8,850 shares of State Street Blackstone High Income ETF worth $252K as of Q4 2025.
Redmont Wealth Advisors bought 388 State Street Blackstone High Income ETF shares in Q4 2025, an estimated $11K.
State Street Blackstone High Income ETF made up 0.38% of Redmont Wealth Advisors's portfolio in Q4 2025, its #52 holding.
Redmont Wealth Advisors first reported a position in State Street Blackstone High Income ETF in Q4 2023 and has held it in 9 quarters since.
89 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.