Accel Wealth Management
BHK icon

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
Q3 		$278K Buy
33,849
+429
+1% +$3.82K 0.06% 233
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

RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Accel Wealth Management's BHK Position: Q3 2026 in Review

Accel Wealth Management increased its BlackRock Core Bond Trust (BHK) stake by 1.3% in Q3 2026, buying an estimated $3.82K and bringing the position to 33,849 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #233.

Accel Wealth Management first reported a position in BHK in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.14M in Q3 2024. 29 funds tracked by Wall St. Rank hold BHK as of Q3 2026.

  • Accel Wealth Management held 33,849 shares of BlackRock Core Bond Trust worth $278K as of Q3 2026.
  • Accel Wealth Management bought 429 BlackRock Core Bond Trust shares in Q3 2026, an estimated $3.82K.
  • BlackRock Core Bond Trust made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #233 holding.
  • Accel Wealth Management first reported a position in BlackRock Core Bond Trust in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's BlackRock Core Bond Trust position peaked at $1.14M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.