Ancora Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Ancora Advisors’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	-3,050	Closed	-$33.3K	–	1818
2023 Q4	$33.3K	Hold	3,050	–	–	﹤0.01%	1052
2023 Q3	$30.3K	Hold	3,050	–	–	﹤0.01%	1050
2023 Q2	$32.5K	Hold	3,050	–	–	﹤0.01%	1015
2023 Q1	$33.1K	Hold	3,050	–	–	﹤0.01%	1007
2022 Q4	$32K	Sell	3,050 -2,000	-40%	-$20.9K	﹤0.01%	1063
2022 Q3	$50K	Hold	5,050	–	–	﹤0.01%	1069
2022 Q2	$57K	Hold	5,050	–	–	﹤0.01%	1123
2022 Q1	$66K	Buy	+5,050	New	+$69.8K	﹤0.01%	1143
2017 Q1	–	Sell	-17,000	Closed	-$221K	–	657
2016 Q4	$221K	Buy	17,000 +3,000	+21%	+$39.7K	0.02%	537
2016 Q3	$199K	Buy	+14,000	New	+$198K	0.02%	479

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

Ancora Advisors's BHK Position: Q1 2024 in Review

Ancora Advisors sold out of BlackRock Core Bond Trust (BHK) in Q1 2024, closing a stake of 3,050 shares — an estimated $33.3K sold.

Ancora Advisors first reported a position in BHK in Q3 2016 and held it in 10 quarters. The position peaked at $221K in Q4 2016. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2024.

Ancora Advisors reported no remaining BlackRock Core Bond Trust position as of Q1 2024 after selling out during the quarter.
Ancora Advisors sold 3,050 BlackRock Core Bond Trust shares in Q1 2024, an estimated $33.3K.
Ancora Advisors first reported a position in BlackRock Core Bond Trust in Q3 2016 and held it in 10 quarters.
Ancora Advisors's BlackRock Core Bond Trust position peaked at $221K in Q4 2016.
102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2024.

Based on Ancora Advisors's 13F filing for Q1 2024, filed 16 May 2024.