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B. Riley Wealth Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

B. Riley 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
2026
Q2 		$198K Buy
21,562
+17
+0.1% +$154 0.01% 779
2026
Q1 		$194K Hold
21,545
– – 0.01% 728
2025
Q4 		$207K Sell
21,545
-3,000
-12% -$29.1K 0.01% 858
2025
Q3 		$244K Sell
24,545
-1,800
-7% -$17.4K 0.01% 807
2025
Q2 		$256K Sell
26,345
-81,746
-76% -$827K 0.01% 777
2025
Q1 		$1.17M Buy
+108,091
New +$1.14M 0.03% 454
2024
Q2 		– Sell
-136,470
Closed -$1.36M – 1407
2024
Q1 		$1.36M Buy
136,470
+59,706
+78% +$638K 0.04% 439
2023
Q4 		$837K Sell
76,764
-59,706
-44% -$598K 0.02% 586
2023
Q3 		$1.36M Sell
136,470
-4,715
-3% -$49.2K 0.04% 439
2023
Q2 		$1.5M Sell
141,185
-6,592
-4% -$70.6K 0.03% 448
2023
Q1 		$1.6M Sell
147,777
-7,835
-5% -$86K 0.04% 406
2022
Q4 		$1.62M Sell
155,612
-67,045
-30% -$702K 0.05% 395
2022
Q3 		$2.23M Buy
222,657
+143,542
+181% +$1.65M 0.07% 285
2022
Q2 		$896K Sell
79,115
-13,896
-15% -$165K 0.04% 453
2022
Q1 		$1.21M Sell
93,011
-24,416
-21% -$337K 0.04% 424
2021
Q4 		$1.94M Buy
117,427
+15,310
+15% +$251K 0.06% 363
2021
Q3 		$1.69M Buy
102,117
+2,924
+3% +$48.5K 0.05% 385
2021
Q2 		$1.64M Buy
99,193
+7,384
+8% +$118K 0.05% 386
2021
Q1 		$1.44M Buy
+91,809
New +$1.46M 0.05% 387
2020
Q3 		– Sell
-25,584
Closed -$394K – 950
2020
Q2 		$394K Buy
25,584
+1,521
+6% +$22.5K 0.03% 534
2020
Q1 		$319K Sell
24,063
-4,612
-16% -$67.2K 0.03% 519
2019
Q4 		$419K Buy
28,675
+1,653
+6% +$23.9K 0.04% 492
2019
Q3 		$391K Sell
27,022
-130
-0.5% -$1.86K 0.04% 496
2019
Q2 		$382K Sell
27,152
-978
-3% -$13.3K 0.04% 475
2019
Q1 		$379K Sell
28,130
-2,338
-8% -$30.3K 0.05% 416
2018
Q4 		$372K Buy
30,468
+7,482
+33% +$92K 0.05% 376
2018
Q3 		$294K Buy
+22,986
New +$294K 0.04% 503
2015
Q1 		– Sell
-1,794
Closed -$24K – 717
2014
Q4 		$24K Buy
+1,794
New +$23.8K ﹤0.01% 2459

Other funds holding BHK

SIA
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
KIM
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

B. Riley Wealth Advisors's BHK Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its BlackRock Core Bond Trust (BHK) stake by 0.08% in Q2 2026, buying an estimated $154 and bringing the position to 21,562 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #779.

B. Riley Wealth Advisors first reported a position in BHK in Q4 2014 and has held it in 28 quarters since. The position peaked at $2.23M in Q3 2022. 103 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

  • B. Riley Wealth Advisors held 21,562 shares of BlackRock Core Bond Trust worth $198K as of Q2 2026.
  • B. Riley Wealth Advisors bought 17 BlackRock Core Bond Trust shares in Q2 2026, an estimated $154.
  • BlackRock Core Bond Trust made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #779 holding.
  • B. Riley Wealth Advisors first reported a position in BlackRock Core Bond Trust in Q4 2014 and has held it in 28 quarters since.
  • B. Riley Wealth Advisors's BlackRock Core Bond Trust position peaked at $2.23M in Q3 2022.
  • 103 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.