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Beacon Pointe Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Beacon Pointe 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 		$239K Sell
26,099
-18,126
-41% -$165K ﹤0.01% 1723
2026
Q1 		$405K Sell
44,225
-131,035
-75% -$1.24M ﹤0.01% 1384
2025
Q4 		$1.68M Buy
+175,260
New +$1.7M 0.01% 662

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

Beacon Pointe Advisors's BHK Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its BlackRock Core Bond Trust (BHK) stake by 41% in Q2 2026, selling an estimated $165K and leaving 26,099 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Beacon Pointe Advisors first reported a position in BHK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q4 2025. 103 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

  • Beacon Pointe Advisors held 26,099 shares of BlackRock Core Bond Trust worth $239K as of Q2 2026.
  • Beacon Pointe Advisors sold 18,126 BlackRock Core Bond Trust shares in Q2 2026, an estimated $165K.
  • BlackRock Core Bond Trust made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1723 holding.
  • Beacon Pointe Advisors first reported a position in BlackRock Core Bond Trust in Q4 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's BlackRock Core Bond Trust position peaked at $1.68M in Q4 2025.
  • 103 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.