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Arkadios Wealth Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-294
Closed -$4K – 705
2021
Q3 		$4K Sell
294
-1,926
-87% -$32K ﹤0.01% 1632
2021
Q2 		$36K Buy
2,220
+1,787
+413% +$28.5K ﹤0.01% 1042
2021
Q1 		$6K Sell
433
-178
-29% -$2.82K ﹤0.01% 1307
2020
Q4 		$9K Buy
+611
New +$9.68K ﹤0.01% 988

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Arkadios Wealth Advisors's BHK Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of BlackRock Core Bond Trust (BHK) in Q4 2021, closing a stake of 294 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in BHK in Q4 2020 and held it in 4 quarters. The position peaked at $36K in Q2 2021. 116 funds tracked by Wall St. Rank hold BHK as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining BlackRock Core Bond Trust position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 294 BlackRock Core Bond Trust shares in Q4 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in BlackRock Core Bond Trust in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's BlackRock Core Bond Trust position peaked at $36K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.