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

Triad 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
2026 Q2	$540K	Sell	19,379 -558	-3%	-$15.6K	0.03%	293
2026 Q1	$555K	Buy	+19,937	New	+$562K	0.04%	258

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

Triad Wealth Partners's HYBL Position: Q2 2026 in Review

Triad Wealth Partners reduced its State Street Blackstone High Income ETF (HYBL) stake by 2.8% in Q2 2026, selling an estimated $15.6K and leaving 19,379 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #293.

Triad Wealth Partners first reported a position in HYBL in Q1 2026 and has held it in 2 quarters since. The position peaked at $555K in Q1 2026. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

Triad Wealth Partners held 19,379 shares of State Street Blackstone High Income ETF worth $540K as of Q2 2026.
Triad Wealth Partners sold 558 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $15.6K.
State Street Blackstone High Income ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #293 holding.
Triad Wealth Partners first reported a position in State Street Blackstone High Income ETF in Q1 2026 and has held it in 2 quarters since.
Triad Wealth Partners's State Street Blackstone High Income ETF position peaked at $555K in Q1 2026.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.