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Royal Harbor Partners’s State Street Blackstone High Income ETF HYBL Stock Holding History

Royal Harbor Partners’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
2024
Q3 		– Sell
-278,548
Closed -$7.87M – 51
2024
Q2 		$7.87M Sell
278,548
-195,528
-41% -$5.51M 3.26% 9
2024
Q1 		$13.5M Buy
474,076
+5,556
+1% +$156K 5.86% 6
2023
Q4 		$13.2M Buy
468,520
+17,525
+4% +$483K 6.12% 6
2023
Q3 		$12.4M Sell
450,995
-68,267
-13% -$1.89M 6.47% 5
2023
Q2 		$14.4M Buy
+519,262
New +$14.3M 7.06% 3

Other funds holding HYBL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Royal Harbor Partners's HYBL Position: Q3 2024 in Review

Royal Harbor Partners sold out of State Street Blackstone High Income ETF (HYBL) in Q3 2024, closing a stake of 278,548 shares — an estimated $7.87M sold.

Royal Harbor Partners first reported a position in HYBL in Q2 2023 and held it in 5 quarters. The position peaked at $14.4M in Q2 2023. 61 funds tracked by Wall St. Rank hold HYBL as of Q3 2024.

  • Royal Harbor Partners reported no remaining State Street Blackstone High Income ETF position as of Q3 2024 after selling out during the quarter.
  • Royal Harbor Partners sold 278,548 State Street Blackstone High Income ETF shares in Q3 2024, an estimated $7.87M.
  • Royal Harbor Partners first reported a position in State Street Blackstone High Income ETF in Q2 2023 and held it in 5 quarters.
  • Royal Harbor Partners's State Street Blackstone High Income ETF position peaked at $14.4M in Q2 2023.
  • 61 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q3 2024.

Based on Royal Harbor Partners's 13F filing for Q3 2024, filed 29 Oct 2024.