Sheets Smith Wealth Management’s State Street Blackstone High Income ETF HYBL Stock Holding History

Sheets Smith Wealth Management’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	$937K	Buy	33,514 +2,830	+9%	+$79.3K	0.09%	209
2026 Q1	$854K	Buy	30,684 +1,477	+5%	+$41.6K	0.1%	206
2025 Q4	$831K	Buy	29,207 +616	+2%	+$17.5K	0.09%	204
2025 Q3	$819K	Buy	28,591 +269	+0.9%	+$7.68K	0.09%	204
2025 Q2	$810K	Buy	28,322 +370	+1%	+$10.4K	0.09%	202
2025 Q1	$786K	Sell	27,952 -5,161	-16%	-$147K	0.1%	188
2024 Q4	$939K	Buy	33,113 +539	+2%	+$15.4K	0.11%	168
2024 Q3	$935K	Sell	32,574 -931	-3%	-$26.4K	0.11%	163
2024 Q2	$947K	Buy	33,505 +3,213	+11%	+$90.5K	0.11%	166
2024 Q1	$860K	Buy	30,292 +4,071	+16%	+$114K	0.1%	174
2023 Q4	$738K	Buy	26,221 +3,776	+17%	+$104K	0.1%	167
2023 Q3	$619K	Buy	22,445 +3,655	+19%	+$101K	0.09%	178
2023 Q2	$521K	Buy	+18,790	New	+$518K	0.08%	203

Other funds holding HYBL

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

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 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