Arkadios Wealth Advisors
BHK icon

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 $786B AUM 40.34% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.44% 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.