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Annis Gardner Whiting Capital Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q3 		– Sell
-419
Closed -$4.07K – 1215
2025
Q2 		$4.07K Buy
+419
New +$4.24K ﹤0.01% 882

Other funds holding BHK

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Polar Asset Management Partners
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BHK Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of BlackRock Core Bond Trust (BHK) in Q3 2025, closing a stake of 419 shares — an estimated $4.07K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BHK in Q2 2025 and held it in 1 quarter. The position peaked at $4.07K in Q2 2025. 108 funds tracked by Wall St. Rank hold BHK as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining BlackRock Core Bond Trust position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 419 BlackRock Core Bond Trust shares in Q3 2025, an estimated $4.07K.
  • Annis Gardner Whiting Capital Advisors first reported a position in BlackRock Core Bond Trust in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's BlackRock Core Bond Trust position peaked at $4.07K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.