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Bartlett & Co Wealth Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Bartlett & Co 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
Q4 		– Sell
-1,600
Closed -$16.1K – 1135
2024
Q3 		$16.1K Hold
1,600
– – ﹤0.01% 848
2024
Q2 		$15.5K Hold
1,600
– – ﹤0.01% 854
2024
Q1 		$15.7K Hold
1,600
– – ﹤0.01% 853
2023
Q4 		$15.3K Hold
1,600
– – ﹤0.01% 930
2023
Q3 		$13.8K Hold
1,600
– – ﹤0.01% 885
2023
Q2 		$14.3K Hold
1,600
– – ﹤0.01% 873
2023
Q1 		$14K Hold
1,600
– – ﹤0.01% 776
2022
Q4 		$14K Hold
1,600
– – ﹤0.01% 782
2022
Q3 		$13.7K Sell
1,600
-2,500
-61% -$23.9K ﹤0.01% 771
2022
Q2 		$39.1K Hold
4,100
– – ﹤0.01% 610
2022
Q1 		$44.2K Buy
+4,100
New +$45.1K ﹤0.01% 599
2021
Q4 		– Sell
-6,102
Closed -$74.4K – 617
2021
Q3 		$74.4K Hold
6,102
– – ﹤0.01% 459
2021
Q2 		$75.2K Hold
6,102
– – ﹤0.01% 450
2021
Q1 		$71.6K Sell
6,102
-1,635
-21% -$18.7K ﹤0.01% 475
2020
Q4 		$89K Hold
7,737
– – ﹤0.01% 430
2020
Q3 		$82.6K Buy
7,737
+3,035
+65% +$32.7K ﹤0.01% 407
2020
Q2 		$47.8K Hold
4,702
– – ﹤0.01% 509
2020
Q1 		$41.4K Hold
4,702
– – ﹤0.01% 497
2019
Q4 		$53K Hold
4,702
– – ﹤0.01% 519
2019
Q3 		$50.5K Sell
4,702
-3,613
-43% -$38.4K ﹤0.01% 530
2019
Q2 		$89.1K Buy
8,315
+27
+0.3% +$283 ﹤0.01% 340
2019
Q1 		$85K Buy
8,288
+19
+0.2% +$191 ﹤0.01% 340
2018
Q4 		$77.9K Sell
8,269
-38,942
-82% -$383K ﹤0.01% 337
2018
Q3 		$496K Sell
47,211
-1
-0% -$11 0.02% 205
2018
Q2 		$494K Sell
47,212
-2,849
-6% -$30.1K 0.02% 202
2018
Q1 		$530K Buy
+50,061
New +$538K 0.02% 193

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

Bartlett & Co Wealth Management's HYT Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of BlackRock Corporate High Yield Fund (HYT) in Q4 2024, closing a stake of 1,600 shares — an estimated $16.1K sold.

Bartlett & Co Wealth Management first reported a position in HYT in Q1 2018 and held it in 26 quarters. The position peaked at $530K in Q1 2018. 156 funds tracked by Wall St. Rank hold HYT as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining BlackRock Corporate High Yield Fund position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,600 BlackRock Corporate High Yield Fund shares in Q4 2024, an estimated $16.1K.
  • Bartlett & Co Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q1 2018 and held it in 26 quarters.
  • Bartlett & Co Wealth Management's BlackRock Corporate High Yield Fund position peaked at $530K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.