Anchor Investment Management’s BlackRock Core Bond Trust BHK Stock Holding History

Anchor Investment 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 Q1	$4.58K	Hold	500	–	–	﹤0.01%	910
2025 Q4	$4.79K	Hold	500	–	–	﹤0.01%	899
2025 Q3	$4.97K	Hold	500	–	–	﹤0.01%	904
2025 Q2	$4.86K	Sell	500 -1,300	-72%	-$13.2K	﹤0.01%	894
2025 Q1	$19.5K	Hold	1,800	–	–	﹤0.01%	713
2024 Q4	$18.8K	Hold	1,800	–	–	﹤0.01%	723
2024 Q3	$21.7K	Hold	1,800	–	–	﹤0.01%	689
2024 Q2	$19.2K	Hold	1,800	–	–	﹤0.01%	654
2024 Q1	$19.4K	Hold	1,800	–	–	﹤0.01%	682
2023 Q4	$19.6K	Sell	1,800 -1,400	-44%	-$14K	﹤0.01%	661
2023 Q3	$31.8K	Hold	3,200	–	–	﹤0.01%	584
2023 Q2	$34K	Sell	3,200 -500	-14%	-$5.35K	﹤0.01%	569
2023 Q1	$40.1K	Sell	3,700 -500	-12%	-$5.49K	0.01%	558
2022 Q4	$43.6K	Hold	4,200	–	–	0.01%	539
2022 Q3	$42K	Hold	4,200	–	–	0.01%	535
2022 Q2	$47.5K	Hold	4,200	–	–	0.01%	543
2022 Q1	$54.6K	Buy	4,200 +2,700	+180%	+$37.3K	0.01%	540
2021 Q4	$24.8K	Hold	1,500	–	–	﹤0.01%	663
2021 Q3	$24.8K	Hold	1,500	–	–	﹤0.01%	616
2021 Q2	$24.8K	Hold	1,500	–	–	﹤0.01%	632
2021 Q1	$23.6K	Sell	1,500 -1,200	-44%	-$19K	﹤0.01%	610
2020 Q4	$44K	Hold	2,700	–	–	0.01%	489
2020 Q3	$42.3K	Hold	2,700	–	–	0.01%	462
2020 Q2	$41.5K	Buy	2,700 +1,200	+80%	+$17.7K	0.01%	461
2020 Q1	$19.8K	Hold	1,500	–	–	0.01%	537
2019 Q4	$21.9K	Hold	1,500	–	–	﹤0.01%	558
2019 Q3	$21.7K	Hold	1,500	–	–	0.01%	554
2019 Q2	$21.1K	Hold	1,500	–	–	0.01%	552
2019 Q1	$20.2K	Hold	1,500	–	–	0.01%	555
2018 Q4	$18.3K	Buy	+1,500	New	+$18.5K	0.01%	552

Other funds holding BHK

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Anchor Investment Management's BHK Position: Q1 2026 in Review

Anchor Investment Management held its BlackRock Core Bond Trust (BHK) position steady in Q1 2026 at 500 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Anchor Investment Management first reported a position in BHK in Q4 2018 and has held it in 30 quarters since. The position peaked at $54.6K in Q1 2022. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

Anchor Investment Management held 500 shares of BlackRock Core Bond Trust worth $4.58K as of Q1 2026.
Anchor Investment Management left its BlackRock Core Bond Trust share count unchanged in Q1 2026.
BlackRock Core Bond Trust made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #910 holding.
Anchor Investment Management first reported a position in BlackRock Core Bond Trust in Q4 2018 and has held it in 30 quarters since.
Anchor Investment Management's BlackRock Core Bond Trust position peaked at $54.6K in Q1 2022.
102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.