Shared Vision Wealth Group’s State Street Blackstone High Income ETF HYBL Stock Holding History

Shared Vision Wealth 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	$379K	Buy	+13,575	New	+$380K	0.13%	84

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

Shared Vision Wealth Group's HYBL Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in State Street Blackstone High Income ETF (HYBL) in Q2 2026: 13,575 shares worth $379K. The stake represents 0.13% of the portfolio and ranks #84 among its holdings.

97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

Shared Vision Wealth Group held 13,575 shares of State Street Blackstone High Income ETF worth $379K as of Q2 2026.
State Street Blackstone High Income ETF was a new Shared Vision Wealth Group position in Q2 2026.
State Street Blackstone High Income ETF made up 0.13% of Shared Vision Wealth Group's portfolio in Q2 2026, its #84 holding.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.