Bison Wealth’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Bison Wealth’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	$192K	Buy	19,568 +98	+0.5%	+$969	0.04%	308
2024 Q3	$196K	Sell	19,470 -1,267	-6%	-$12.5K	0.03%	400
2024 Q2	$203K	Hold	20,737	–	–	0.03%	394
2024 Q1	$203K	Buy	20,737 +92	+0.4%	+$888	0.03%	395
2023 Q4	$195K	Buy	20,645 +100	+0.5%	+$876	0.03%	382
2023 Q3	$177K	Buy	20,545 +95	+0.5%	+$852	0.03%	372
2023 Q2	$182K	Buy	+20,450	New	+$177K	0.03%	363

Other funds holding HYT

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bison Wealth's HYT Position: Q4 2024 in Review

Bison Wealth increased its BlackRock Corporate High Yield Fund (HYT) stake by 0.5% in Q4 2024, buying an estimated $969 and bringing the position to 19,568 shares worth $192K. The position accounts for 0.04% of the portfolio, ranked #308.

Bison Wealth first reported a position in HYT in Q2 2023 and has held it in 7 quarters since. The position peaked at $203K in Q2 2024. 156 funds tracked by Wall St. Rank hold HYT as of Q4 2024.

Bison Wealth held 19,568 shares of BlackRock Corporate High Yield Fund worth $192K as of Q4 2024.
Bison Wealth bought 98 BlackRock Corporate High Yield Fund shares in Q4 2024, an estimated $969.
BlackRock Corporate High Yield Fund made up 0.04% of Bison Wealth's portfolio in Q4 2024, its #308 holding.
Bison Wealth first reported a position in BlackRock Corporate High Yield Fund in Q2 2023 and has held it in 7 quarters since.
Bison Wealth's BlackRock Corporate High Yield Fund position peaked at $203K in Q2 2024.
156 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.