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Atria Wealth Solutions’s BlackRock Core Bond Trust BHK Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-49,808
Closed -$540K – 1500
2025
Q1 		$540K Sell
49,808
-12,900
-21% -$136K 0.01% 1160
2024
Q4 		$656K Buy
62,708
+500
+0.8% +$5.65K 0.01% 1118
2024
Q3 		$749K Sell
62,208
-492
-0.8% -$5.58K 0.01% 1041
2024
Q2 		$668K Sell
62,700
-1,687
-3% -$17.8K 0.01% 1080
2024
Q1 		$695K Sell
64,387
-3,613
-5% -$38.6K 0.01% 1087
2023
Q4 		$742K Sell
68,000
-173
-0.3% -$1.73K 0.01% 1006
2023
Q3 		$678K Sell
68,173
-152
-0.2% -$1.58K 0.01% 996
2023
Q2 		$727K Buy
68,325
+12
+0% +$128 0.01% 988
2023
Q1 		$741K Sell
68,313
-11,151
-14% -$122K 0.01% 942
2022
Q4 		$825K Buy
79,464
+2,551
+3% +$26.7K 0.01% 844
2022
Q3 		$769K Buy
+76,913
New +$883K 0.01% 821
2022
Q2 		– Sell
-76,348
Closed -$993K – 1649
2022
Q1 		$993K Buy
+76,348
New +$1.06M 0.02% 736

Other funds holding BHK

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Wealth Solutions's BHK Position: Q2 2025 in Review

Atria Wealth Solutions sold out of BlackRock Core Bond Trust (BHK) in Q2 2025, closing a stake of 49,808 shares — an estimated $540K sold.

Atria Wealth Solutions first reported a position in BHK in Q1 2022 and held it in 12 quarters. The position peaked at $993K in Q1 2022. 111 funds tracked by Wall St. Rank hold BHK as of Q2 2025.

  • Atria Wealth Solutions reported no remaining BlackRock Core Bond Trust position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 49,808 BlackRock Core Bond Trust shares in Q2 2025, an estimated $540K.
  • Atria Wealth Solutions first reported a position in BlackRock Core Bond Trust in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's BlackRock Core Bond Trust position peaked at $993K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.