VestGen Advisors’s State Street Blackstone High Income ETF HYBL Stock Holding History

VestGen Advisors’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	$261K	Sell	9,339 -470	-5%	-$13.2K	0.01%	912
2026 Q1	$276K	Buy	9,809 +2,052	+26%	+$57.8K	0.01%	874
2025 Q4	$221K	Sell	7,757 -7,714	-50%	-$219K	0.01%	700
2025 Q3	$443K	Sell	15,471 -25	-0.2%	-$714	0.01%	507
2025 Q2	$441K	Buy	15,496 +2,900	+23%	+$81.3K	0.02%	440
2025 Q1	$354K	Buy	+12,596	New	+$358K	0.02%	432

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

VestGen Advisors's HYBL Position: Q2 2026 in Review

VestGen Advisors reduced its State Street Blackstone High Income ETF (HYBL) stake by 4.8% in Q2 2026, selling an estimated $13.2K and leaving 9,339 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #912.

VestGen Advisors first reported a position in HYBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $443K in Q3 2025. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

VestGen Advisors held 9,339 shares of State Street Blackstone High Income ETF worth $261K as of Q2 2026.
VestGen Advisors sold 470 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $13.2K.
State Street Blackstone High Income ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #912 holding.
VestGen Advisors first reported a position in State Street Blackstone High Income ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street Blackstone High Income ETF position peaked at $443K in Q3 2025.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.