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

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

Sharkey, Howes & Javer's HYBL Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street Blackstone High Income ETF (HYBL) stake by 53% in Q2 2026, selling an estimated $1.38M and leaving 43,174 shares worth $1.21M. The position accounts for 0.15% of the portfolio, ranked #76.

Sharkey, Howes & Javer first reported a position in HYBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.06M in Q1 2025. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

Sharkey, Howes & Javer held 43,174 shares of State Street Blackstone High Income ETF worth $1.21M as of Q2 2026.
Sharkey, Howes & Javer sold 49,228 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $1.38M.
State Street Blackstone High Income ETF made up 0.15% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #76 holding.
Sharkey, Howes & Javer first reported a position in State Street Blackstone High Income ETF in Q3 2024 and has held it in 8 quarters since.
Sharkey, Howes & Javer's State Street Blackstone High Income ETF position peaked at $8.06M in Q1 2025.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.