Sharkey, Howes & Javer’s State Street Blackstone High Income ETF HYBL Stock Holding History

Sharkey, Howes & Javer’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	$1.21M	Sell	43,174 -49,228	-53%	-$1.38M	0.15%	76
2026 Q1	$2.57M	Sell	92,402 -37,936	-29%	-$1.07M	0.35%	48
2025 Q4	$3.71M	Sell	130,338 -80,058	-38%	-$2.28M	0.47%	37
2025 Q3	$6.03M	Buy	210,396 +134,876	+179%	+$3.85M	0.77%	27
2025 Q2	$2.16M	Sell	75,520 -211,023	-74%	-$5.91M	0.29%	61
2025 Q1	$8.06M	Buy	286,543 +193,265	+207%	+$5.49M	1.15%	23
2024 Q4	$2.65M	Buy	93,278 +39,646	+74%	+$1.13M	0.37%	54
2024 Q3	$1.54M	Buy	+53,632	New	+$1.52M	0.22%	68

Other funds holding HYBL

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return