Capstone Financial Advisors’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Capstone Financial Advisors’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
2022 Q4	–	Sell	-10,000	Closed	-$86K	–	142
2022 Q3	$86K	Hold	10,000	–	–	0.01%	119
2022 Q2	$95K	Hold	10,000	–	–	0.01%	119
2022 Q1	$108K	Hold	10,000	–	–	0.01%	124
2021 Q4	$123K	Hold	10,000	–	–	0.01%	126
2021 Q3	$122K	Hold	10,000	–	–	0.01%	128
2021 Q2	$123K	Hold	10,000	–	–	0.01%	131
2021 Q1	$117K	Hold	10,000	–	–	0.01%	122
2020 Q4	$114K	Buy	+10,000	New	+$112K	0.01%	112

Other funds holding HYT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

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

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

Capstone Financial Advisors's HYT Position: Q4 2022 in Review

Capstone Financial Advisors sold out of BlackRock Corporate High Yield Fund (HYT) in Q4 2022, closing a stake of 10,000 shares — an estimated $86K sold.

Capstone Financial Advisors first reported a position in HYT in Q4 2020 and held it in 8 quarters. The position peaked at $123K in Q4 2021. 168 funds tracked by Wall St. Rank hold HYT as of Q4 2022.

Capstone Financial Advisors reported no remaining BlackRock Corporate High Yield Fund position as of Q4 2022 after selling out during the quarter.
Capstone Financial Advisors sold 10,000 BlackRock Corporate High Yield Fund shares in Q4 2022, an estimated $86K.
Capstone Financial Advisors first reported a position in BlackRock Corporate High Yield Fund in Q4 2020 and held it in 8 quarters.
Capstone Financial Advisors's BlackRock Corporate High Yield Fund position peaked at $123K in Q4 2021.
168 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q4 2022.

Based on Capstone Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.