9WM
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9258 Wealth Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

9258 Wealth Management’s Portfolio HYT Stock Details HYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$337K Sell
33,542
-600
-2% -$5.91K 0.05% 257
2024
Q2 		$331K Sell
34,142
-132
-0.4% -$1.28K 0.05% 249
2024
Q1 		$336K Hold
34,274
– – 0.05% 253
2023
Q4 		$323K Hold
34,274
– – 0.06% 244
2023
Q3 		$296K Sell
34,274
-650
-2% -$5.83K 0.06% 250
2023
Q2 		$312K Hold
34,924
– – 0.06% 246
2023
Q1 		$305K Sell
34,924
-4,352
-11% -$38.8K 0.06% 248
2022
Q4 		$343K Sell
39,276
-3,714
-9% -$32.4K 0.07% 226
2022
Q3 		$368K Buy
42,990
+35
+0.1% +$335 0.09% 205
2022
Q2 		$409K Sell
42,955
-2,963
-6% -$29.9K 0.1% 201
2022
Q1 		$495K Buy
45,918
+1,370
+3% +$15.1K 0.11% 190
2021
Q4 		$550K Buy
44,548
+3,754
+9% +$45.6K 0.13% 180
2021
Q3 		$498K Buy
40,794
+4,000
+11% +$49.6K 0.13% 169
2021
Q2 		$453K Buy
36,794
+1,840
+5% +$22.1K 0.12% 186
2021
Q1 		$410K Sell
34,954
-120
-0.3% -$1.37K 0.12% 182
2020
Q4 		$401K Buy
35,074
+2,575
+8% +$28.9K 0.13% 180
2020
Q3 		$344K Sell
32,499
-1,243
-4% -$13.4K 0.13% 183
2020
Q2 		$343K Buy
33,742
+4,200
+14% +$40.6K 0.14% 179
2020
Q1 		$267K Buy
29,542
+5,875
+25% +$61.5K 0.12% 204
2019
Q4 		$265K Buy
23,667
+2,090
+10% +$23K 0.1% 234
2019
Q3 		$232K Buy
21,577
+1,038
+5% +$11K 0.18% 147
2019
Q2 		$220K Sell
20,539
-3,222
-14% -$33.8K 0.18% 150
2019
Q1 		$244K Buy
23,761
+160
+0.7% +$1.6K 0.21% 133
2018
Q4 		$219K Buy
+23,601
New +$232K 0.21% 141

Other funds holding HYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

9258 Wealth Management's HYT Position: Q3 2024 in Review

9258 Wealth Management reduced its BlackRock Corporate High Yield Fund (HYT) stake by 1.8% in Q3 2024, selling an estimated $5.91K and leaving 33,542 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #257.

9258 Wealth Management first reported a position in HYT in Q4 2018 and has held it in 24 quarters since. The position peaked at $550K in Q4 2021. 151 funds tracked by Wall St. Rank hold HYT as of Q3 2024.

  • 9258 Wealth Management held 33,542 shares of BlackRock Corporate High Yield Fund worth $337K as of Q3 2024.
  • 9258 Wealth Management sold 600 BlackRock Corporate High Yield Fund shares in Q3 2024, an estimated $5.91K.
  • BlackRock Corporate High Yield Fund made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #257 holding.
  • 9258 Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's BlackRock Corporate High Yield Fund position peaked at $550K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.