AWG
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Altus Wealth Group’s BlackRock Core Bond Trust BHK Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-1,510
Closed -$25K – 228
2020
Q4 		$25K Buy
+1,510
New +$23.9K 0.02% 322

Other funds holding BHK

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Altus Wealth Group's BHK Position: Q1 2021 in Review

Altus Wealth Group sold out of BlackRock Core Bond Trust (BHK) in Q1 2021, closing a stake of 1,510 shares — an estimated $25K sold.

Altus Wealth Group first reported a position in BHK in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 112 funds tracked by Wall St. Rank hold BHK as of Q1 2021.

  • Altus Wealth Group reported no remaining BlackRock Core Bond Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,510 BlackRock Core Bond Trust shares in Q1 2021, an estimated $25K.
  • Altus Wealth Group first reported a position in BlackRock Core Bond Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's BlackRock Core Bond Trust position peaked at $25K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.