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

Circle 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
2025 Q2	–	Sell	-61,364	Closed	-$588K	–	230
2025 Q1	$588K	Hold	61,364	–	–	0.01%	153
2024 Q4	$602K	Hold	61,364	–	–	0.01%	156
2024 Q3	$617K	Hold	61,364	–	–	0.01%	155
2024 Q2	$595K	Hold	61,364	–	–	0.01%	145
2024 Q1	$601K	Hold	61,364	–	–	0.01%	133
2023 Q4	$579K	Hold	61,364	–	–	0.01%	129
2023 Q3	$530K	Hold	61,364	–	–	0.01%	128
2023 Q2	$547K	Hold	61,364	–	–	0.07%	96
2023 Q1	$535K	Hold	61,364	–	–	0.08%	91
2022 Q4	$536K	Hold	61,364	–	–	0.08%	91
2022 Q3	$525K	Hold	61,364	–	–	0.09%	86
2022 Q2	$585K	Hold	61,364	–	–	0.09%	86
2022 Q1	$661K	Buy	61,364 +393	+0.6%	+$4.33K	0.09%	98
2021 Q4	$752K	Buy	60,971 +20,971	+52%	+$255K	0.1%	92
2021 Q3	$488K	Buy	+40,000	New	+$496K	0.07%	122

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

OHA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Circle Wealth Management's HYT Position: Q2 2025 in Review

Circle Wealth Management sold out of BlackRock Corporate High Yield Fund (HYT) in Q2 2025, closing a stake of 61,364 shares — an estimated $588K sold.

Circle Wealth Management first reported a position in HYT in Q3 2021 and held it in 15 quarters. The position peaked at $752K in Q4 2021. 153 funds tracked by Wall St. Rank hold HYT as of Q2 2025.

Circle Wealth Management reported no remaining BlackRock Corporate High Yield Fund position as of Q2 2025 after selling out during the quarter.
Circle Wealth Management sold 61,364 BlackRock Corporate High Yield Fund shares in Q2 2025, an estimated $588K.
Circle Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q3 2021 and held it in 15 quarters.
Circle Wealth Management's BlackRock Corporate High Yield Fund position peaked at $752K in Q4 2021.
153 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2025.

Based on Circle Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.