Merit Financial Group’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Merit Financial 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
2024 Q1	–	Sell	-20,870	Closed	-$197K	–	890
2023 Q4	$197K	Sell	20,870 -27,246	-57%	-$239K	0.01%	737
2023 Q3	$415K	Buy	48,116 +1,142	+2%	+$10.2K	0.01%	498
2023 Q2	$419K	Buy	+46,974	New	+$407K	0.01%	505
2022 Q3	–	Sell	-30,000	Closed	-$286K	–	603
2022 Q2	$286K	Buy	30,000 +10,000	+50%	+$101K	0.01%	455
2022 Q1	$215K	Buy	+20,000	New	+$220K	0.01%	353

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Merit Financial Group's HYT Position: Q1 2024 in Review

Merit Financial Group sold out of BlackRock Corporate High Yield Fund (HYT) in Q1 2024, closing a stake of 20,870 shares — an estimated $197K sold.

Merit Financial Group first reported a position in HYT in Q1 2022 and held it in 5 quarters. The position peaked at $419K in Q2 2023. 149 funds tracked by Wall St. Rank hold HYT as of Q1 2024.

Merit Financial Group reported no remaining BlackRock Corporate High Yield Fund position as of Q1 2024 after selling out during the quarter.
Merit Financial Group sold 20,870 BlackRock Corporate High Yield Fund shares in Q1 2024, an estimated $197K.
Merit Financial Group first reported a position in BlackRock Corporate High Yield Fund in Q1 2022 and held it in 5 quarters.
Merit Financial Group's BlackRock Corporate High Yield Fund position peaked at $419K in Q2 2023.
149 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q1 2024.

Based on Merit Financial Group's 13F filing for Q1 2024, filed 6 May 2024.