Walled Lake Planning & Wealth Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History

Walled Lake Planning & 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
2026 Q2	$92K	Hold	10,750	–	–	0.02%	142
2026 Q1	$91.6K	Sell	10,750 -21,570	-67%	-$189K	0.03%	135
2025 Q4	$288K	Hold	32,320	–	–	0.09%	108
2025 Q3	$307K	Hold	32,320	–	–	0.1%	109
2025 Q2	$315K	Hold	32,320	–	–	0.1%	103
2025 Q1	$310K	Hold	32,320	–	–	0.11%	97
2024 Q4	$317K	Hold	32,320	–	–	0.12%	104
2024 Q3	$325K	Hold	32,320	–	–	0.12%	94
2024 Q2	$313K	Hold	32,320	–	–	0.13%	91
2024 Q1	$316K	Buy	32,320 +21,150	+189%	+$204K	0.13%	81
2023 Q4	$105K	Hold	11,170	–	–	0.05%	102
2023 Q3	$96.4K	Buy	+11,170	New	+$100K	0.05%	101
2021 Q1	–	Sell	-142	Closed	-$2K	–	337
2020 Q4	$2K	Sell	142 -136	-49%	-$1.52K	﹤0.01%	283
2020 Q3	$3K	Buy	278 +6	+2%	+$65	﹤0.01%	278
2020 Q2	$3K	Buy	272 +7	+3%	+$68	﹤0.01%	266
2020 Q1	$2K	Buy	+265	New	+$2.77K	﹤0.01%	272

Other funds holding HYT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Walled Lake Planning & Wealth Management's HYT Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its BlackRock Corporate High Yield Fund (HYT) position steady in Q2 2026 at 10,750 shares worth $92K. The position accounts for 0.02% of the portfolio, ranked #142.

Walled Lake Planning & Wealth Management first reported a position in HYT in Q1 2020 and has held it in 16 quarters since. The position peaked at $325K in Q3 2024. 199 funds tracked by Wall St. Rank hold HYT as of Q2 2026.

Walled Lake Planning & Wealth Management held 10,750 shares of BlackRock Corporate High Yield Fund worth $92K as of Q2 2026.
Walled Lake Planning & Wealth Management left its BlackRock Corporate High Yield Fund share count unchanged in Q2 2026.
BlackRock Corporate High Yield Fund made up 0.02% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #142 holding.
Walled Lake Planning & Wealth Management first reported a position in BlackRock Corporate High Yield Fund in Q1 2020 and has held it in 16 quarters since.
Walled Lake Planning & Wealth Management's BlackRock Corporate High Yield Fund position peaked at $325K in Q3 2024.
199 funds tracked by Wall St. Rank held BlackRock Corporate High Yield Fund as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.