Baird Financial Group
BHK icon

Baird Financial Group’s BlackRock Core Bond Trust BHK Stock Holding History

Baird Financial Group’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
Q2 		– Sell
-11,740
Closed -$184K – 1738
2021
Q1 		$184K Buy
+11,740
New +$186K ﹤0.01% 1647
2015
Q4 		– Sell
-16,544
Closed -$214K – 1237
2015
Q3 		$214K Sell
16,544
-7,760
-32% -$99K ﹤0.01% 1143
2015
Q2 		$308K Buy
+24,304
New +$325K ﹤0.01% 1116

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

Baird Financial Group's BHK Position: Q2 2021 in Review

Baird Financial Group sold out of BlackRock Core Bond Trust (BHK) in Q2 2021, closing a stake of 11,740 shares — an estimated $184K sold.

Baird Financial Group first reported a position in BHK in Q2 2015 and held it in 3 quarters. The position peaked at $308K in Q2 2015. 111 funds tracked by Wall St. Rank hold BHK as of Q2 2021.

  • Baird Financial Group reported no remaining BlackRock Core Bond Trust position as of Q2 2021 after selling out during the quarter.
  • Baird Financial Group sold 11,740 BlackRock Core Bond Trust shares in Q2 2021, an estimated $184K.
  • Baird Financial Group first reported a position in BlackRock Core Bond Trust in Q2 2015 and held it in 3 quarters.
  • Baird Financial Group's BlackRock Core Bond Trust position peaked at $308K in Q2 2015.
  • 111 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2021.

Based on Baird Financial Group's 13F filing for Q2 2021, filed 11 Aug 2021.