Advisornet Financial’s BlackRock Core Bond Trust BHK Stock Holding History

Advisornet Financial’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
2024 Q1	–	Sell	-800	Closed	-$8.73K	–	2092
2023 Q4	$8.73K	Buy	+800	New	+$8.01K	﹤0.01%	1346
2022 Q1	–	Sell	-1,500	Closed	-$25K	–	2004
2021 Q4	$25K	Hold	1,500	–	–	﹤0.01%	1227
2021 Q3	$25K	Hold	1,500	–	–	﹤0.01%	1191
2021 Q2	$25K	Hold	1,500	–	–	﹤0.01%	1166
2021 Q1	$24K	Hold	1,500	–	–	﹤0.01%	1141
2020 Q4	$24K	Hold	1,500	–	–	﹤0.01%	1077
2020 Q3	$23K	Hold	1,500	–	–	﹤0.01%	1062
2020 Q2	$23K	Hold	1,500	–	–	﹤0.01%	1071
2020 Q1	$20K	Hold	1,500	–	–	﹤0.01%	1064
2019 Q4	$22K	Hold	1,500	–	–	﹤0.01%	1159
2019 Q3	$22K	Hold	1,500	–	–	﹤0.01%	1158
2019 Q2	$21K	Hold	1,500	–	–	﹤0.01%	1036
2019 Q1	$20K	Hold	1,500	–	–	﹤0.01%	991
2018 Q4	$18K	Hold	1,500	–	–	﹤0.01%	951
2018 Q3	$19K	Hold	1,500	–	–	﹤0.01%	969
2018 Q2	$19K	Hold	1,500	–	–	﹤0.01%	951
2018 Q1	$20K	Buy	+1,500	New	+$20K	﹤0.01%	922

Other funds holding BHK

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

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

DAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial's BHK Position: Q1 2024 in Review

Advisornet Financial sold out of BlackRock Core Bond Trust (BHK) in Q1 2024, closing a stake of 800 shares — an estimated $8.73K sold.

Advisornet Financial first reported a position in BHK in Q1 2018 and held it in 17 quarters. The position peaked at $25K in Q4 2021. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2024.

Advisornet Financial reported no remaining BlackRock Core Bond Trust position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 800 BlackRock Core Bond Trust shares in Q1 2024, an estimated $8.73K.
Advisornet Financial first reported a position in BlackRock Core Bond Trust in Q1 2018 and held it in 17 quarters.
Advisornet Financial's BlackRock Core Bond Trust position peaked at $25K in Q4 2021.
102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.