Gladstone Institutional Advisory’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Gladstone Institutional Advisory’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 Q1	–	Sell	-10,196	Closed	-$100K	–	734
2024 Q4	$100K	Buy	+10,196	New	+$101K	﹤0.01%	686
2023 Q1	–	Sell	-12,956	Closed	-$113K	–	684
2022 Q4	$113K	Sell	12,956 -4,070	-24%	-$35.5K	0.01%	618
2022 Q3	$146K	Sell	17,026 -1,820	-10%	-$17.4K	0.01%	602
2022 Q2	$180K	Sell	18,846 -3,789	-17%	-$38.2K	0.01%	609
2022 Q1	$244K	Buy	+22,635	New	+$249K	0.02%	609

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

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

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

Gladstone Institutional Advisory's HYT Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of BlackRock Corporate High Yield Fund (HYT) in Q1 2025, closing a stake of 10,196 shares — an estimated $100K sold.

Gladstone Institutional Advisory first reported a position in HYT in Q1 2022 and held it in 5 quarters. The position peaked at $244K in Q1 2022. 141 funds tracked by Wall St. Rank hold HYT as of Q1 2025.

Gladstone Institutional Advisory reported no remaining BlackRock Corporate High Yield Fund position as of Q1 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 10,196 BlackRock Corporate High Yield Fund shares in Q1 2025, an estimated $100K.
Gladstone Institutional Advisory first reported a position in BlackRock Corporate High Yield Fund in Q1 2022 and held it in 5 quarters.
Gladstone Institutional Advisory's BlackRock Corporate High Yield Fund position peaked at $244K in Q1 2022.
141 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.