Kerntke Otto McGlone Wealth Management Group’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q3	–	Sell	-15,263	Closed	-$145K	–	52
2022 Q2	$145K	Buy	+15,263	New	+$154K	0.22%	52
2022 Q1	–	Sell	-15,926	Closed	-$197K	–	48
2021 Q4	$197K	Buy	+15,926	New	+$193K	0.24%	66
2021 Q3	–	Sell	-15,439	Closed	-$190K	–	78
2021 Q2	$190K	Buy	15,439 +238	+2%	+$2.86K	0.08%	128
2021 Q1	$178K	Buy	15,201 +246	+2%	+$2.81K	0.09%	121
2020 Q4	$171K	Buy	14,955 +247	+2%	+$2.77K	0.1%	116
2020 Q3	$157K	Sell	14,708 -2,938	-17%	-$31.7K	0.12%	105
2020 Q2	$179K	Buy	17,646 +346	+2%	+$3.35K	0.16%	98
2020 Q1	$152K	Sell	17,300 -4,257	-20%	-$44.5K	0.17%	85
2019 Q4	$241K	Buy	+21,557	New	+$237K	0.2%	92

Other funds holding HYT

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's HYT Position: Q3 2022 in Review

Kerntke Otto McGlone Wealth Management Group sold out of BlackRock Corporate High Yield Fund (HYT) in Q3 2022, closing a stake of 15,263 shares — an estimated $145K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in HYT in Q4 2019 and held it in 9 quarters. The position peaked at $241K in Q4 2019. 163 funds tracked by Wall St. Rank hold HYT as of Q3 2022.

Kerntke Otto McGlone Wealth Management Group reported no remaining BlackRock Corporate High Yield Fund position as of Q3 2022 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 15,263 BlackRock Corporate High Yield Fund shares in Q3 2022, an estimated $145K.
Kerntke Otto McGlone Wealth Management Group first reported a position in BlackRock Corporate High Yield Fund in Q4 2019 and held it in 9 quarters.
Kerntke Otto McGlone Wealth Management Group's BlackRock Corporate High Yield Fund position peaked at $241K in Q4 2019.
163 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q3 2022.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.