Bartlett & Co Wealth Management’s BlackRock Core Bond Trust BHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $67.3K | Hold |
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|
2025
Q2 | $65.9K | Hold |
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|
2025
Q1 | $73.5K | Hold |
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|
2024
Q4 | $70.9K | Sell |
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|
2024
Q3 | $82.8K | Sell |
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|
2024
Q2 | $91.1K | Hold |
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|
2024
Q1 | $92.4K | Sell |
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|
2023
Q4 | $99.8K | Sell |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $122K | Sell |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $179K | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $541K | Sell |
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|
2021
Q4 | $753K | Sell |
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|
2021
Q3 | $866K | Sell |
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|
2021
Q2 | $932K | Sell |
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|
2021
Q1 | $902K | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.38M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.72M | Sell |
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|
2019
Q3 | $5.73M | Buy |
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|
2019
Q2 | $5.47M | Sell |
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|
2019
Q1 | $5.24M | Buy |
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|
2018
Q4 | $4.6M | Sell |
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|
2018
Q3 | $4.8M | Buy |
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|
2018
Q2 | $4.72M | Sell |
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|
2018
Q1 | $4.91M | Buy |
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