Accel Wealth Management’s BlackRock Core Bond Trust BHK Stock Holding History

Accel Wealth Management’s Portfolio BHK Stock Details BHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$306K	Sell	33,420 -6,655	-17%	-$60.4K	0.07%	216
2026 Q1	$367K	Sell	40,075 -9,550	-19%	-$90.4K	0.1%	192
2025 Q4	$476K	Sell	49,625 -12,860	-21%	-$125K	0.13%	157
2025 Q3	$621K	Sell	62,485 -2,496	-4%	-$24.2K	0.18%	124
2025 Q2	$632K	Sell	64,981 -6,171	-9%	-$62.4K	0.21%	109
2025 Q1	$772K	Sell	71,152 -22,699	-24%	-$240K	0.28%	86
2024 Q4	$982K	Sell	93,851 -1,160	-1%	-$13.1K	0.37%	71
2024 Q3	$1.14M	Sell	95,011 -3,748	-4%	-$42.5K	0.43%	61
2024 Q2	$1.05M	Sell	98,759 -449	-0.5%	-$4.74K	0.42%	60
2024 Q1	$1.07M	Buy	99,208 +14,394	+17%	+$154K	0.45%	56
2023 Q4	$925K	Buy	84,814 +22,590	+36%	+$226K	0.46%	61
2023 Q3	$619K	Sell	62,224 -3,012	-5%	-$31.4K	0.34%	76
2023 Q2	$694K	Buy	65,236 +13,541	+26%	+$145K	0.38%	71
2023 Q1	$560K	Buy	51,695 +3,808	+8%	+$41.8K	0.23%	99
2022 Q4	$497K	Buy	47,887 +3,898	+9%	+$40.8K	0.24%	86
2022 Q3	$455K	Buy	43,989 +5,105	+13%	+$58.6K	0.24%	90
2022 Q2	$446K	Sell	38,884 -20,955	-35%	-$248K	0.26%	83
2022 Q1	$785K	Sell	59,839 -1,365	-2%	-$18.9K	0.41%	58
2021 Q4	$1.01M	Buy	61,204 +15,784	+35%	+$259K	0.5%	51
2021 Q3	$752K	Buy	45,420 +24,312	+115%	+$403K	0.49%	51
2021 Q2	$349K	Buy	21,108 +6,705	+47%	+$107K	0.23%	85
2021 Q1	$226K	Buy	14,403 +1,244	+9%	+$19.7K	0.18%	116
2020 Q4	$215K	Buy	+13,159	New	+$208K	0.2%	112

Other funds holding BHK

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Accel Wealth Management's BHK Position: Q2 2026 in Review

Accel Wealth Management reduced its BlackRock Core Bond Trust (BHK) stake by 17% in Q2 2026, selling an estimated $60.4K and leaving 33,420 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #216.

Accel Wealth Management first reported a position in BHK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q3 2024. 15 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

Accel Wealth Management held 33,420 shares of BlackRock Core Bond Trust worth $306K as of Q2 2026.
Accel Wealth Management sold 6,655 BlackRock Core Bond Trust shares in Q2 2026, an estimated $60.4K.
BlackRock Core Bond Trust made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #216 holding.
Accel Wealth Management first reported a position in BlackRock Core Bond Trust in Q4 2020 and has held it in 23 quarters since.
Accel Wealth Management's BlackRock Core Bond Trust position peaked at $1.14M in Q3 2024.
15 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.