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

SVB Wealth’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
2021 Q3	–	Sell	-13,225	Closed	-$163K	–	1023
2021 Q2	$163K	Sell	13,225 -10,209	-44%	-$123K	﹤0.01%	906
2021 Q1	$275K	Hold	23,434	–	–	﹤0.01%	723
2020 Q4	$268K	Buy	+23,434	New	+$263K	﹤0.01%	656
2020 Q3	–	Sell	-74,300	Closed	-$756K	–	757
2020 Q2	$756K	Buy	+74,300	New	+$718K	0.01%	308

Other funds holding HYT

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SVB Wealth's HYT Position: Q3 2021 in Review

SVB Wealth sold out of BlackRock Corporate High Yield Fund (HYT) in Q3 2021, closing a stake of 13,225 shares — an estimated $163K sold.

SVB Wealth first reported a position in HYT in Q2 2020 and held it in 4 quarters. The position peaked at $756K in Q2 2020. 140 funds tracked by Wall St. Rank hold HYT as of Q3 2021.

SVB Wealth reported no remaining BlackRock Corporate High Yield Fund position as of Q3 2021 after selling out during the quarter.
SVB Wealth sold 13,225 BlackRock Corporate High Yield Fund shares in Q3 2021, an estimated $163K.
SVB Wealth first reported a position in BlackRock Corporate High Yield Fund in Q2 2020 and held it in 4 quarters.
SVB Wealth's BlackRock Corporate High Yield Fund position peaked at $756K in Q2 2020.
140 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q3 2021.

Based on SVB Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.