ZI
HYBL icon

ZEGA Investments’s State Street Blackstone High Income ETF HYBL Stock Holding History

ZEGA Investments’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 		$54M Buy
1,933,377
+38,396
+2% +$1.08M 5.55% 4
2026
Q1 		$52.8M Buy
1,894,981
+209,771
+12% +$5.91M 5.93% 4
2025
Q4 		$47.9M Buy
1,685,210
+405,530
+32% +$11.5M 5.65% 5
2025
Q3 		$36.7M Buy
1,279,680
+92,389
+8% +$2.64M 4.91% 5
2025
Q2 		$33.9M Buy
1,187,291
+841,188
+243% +$23.6M 4.63% 5
2025
Q1 		$9.73M Buy
346,103
+20,222
+6% +$574K 1.48% 13
2024
Q4 		$9.31M Buy
+325,881
New +$9.29M 2.34% 10

Other funds holding HYBL

Raymond James Financial
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

ZEGA Investments's HYBL Position: Q2 2026 in Review

ZEGA Investments increased its State Street Blackstone High Income ETF (HYBL) stake by 2% in Q2 2026, buying an estimated $1.08M and bringing the position to 1,933,377 shares worth $54M. The position accounts for 5.55% of the portfolio, ranked #4.

ZEGA Investments first reported a position in HYBL in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

  • ZEGA Investments held 1,933,377 shares of State Street Blackstone High Income ETF worth $54M as of Q2 2026.
  • ZEGA Investments bought 38,396 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $1.08M.
  • State Street Blackstone High Income ETF made up 5.55% of ZEGA Investments's portfolio in Q2 2026, its #4 holding.
  • ZEGA Investments first reported a position in State Street Blackstone High Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.