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RWA Wealth Partners’s State Street Blackstone High Income ETF HYBL Stock Holding History

RWA Wealth 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
2023
Q4 		– Sell
-7,476
Closed -$206K – 522
2023
Q3 		$206K Buy
+7,476
New +$207K ﹤0.01% 363

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LIA
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ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HAC
Harbor Advisory Corp Portsmouth, New Hampshire $374M AUM 29.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWA Wealth Partners's HYBL Position: Q4 2023 in Review

RWA Wealth Partners sold out of State Street Blackstone High Income ETF (HYBL) in Q4 2023, closing a stake of 7,476 shares — an estimated $206K sold.

RWA Wealth Partners first reported a position in HYBL in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 52 funds tracked by Wall St. Rank hold HYBL as of Q4 2023.

  • RWA Wealth Partners reported no remaining State Street Blackstone High Income ETF position as of Q4 2023 after selling out during the quarter.
  • RWA Wealth Partners sold 7,476 State Street Blackstone High Income ETF shares in Q4 2023, an estimated $206K.
  • RWA Wealth Partners first reported a position in State Street Blackstone High Income ETF in Q3 2023 and held it in 1 quarter.
  • RWA Wealth Partners's State Street Blackstone High Income ETF position peaked at $206K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q4 2023.

Based on RWA Wealth Partners's 13F filing for Q4 2023, filed 1 Feb 2024.