BWM
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Birchcreek Wealth Management’s BlackRock Core Bond Trust BHK Stock Holding History

Birchcreek Wealth Management’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
Q1 		– Sell
-5,853
Closed -$95K – 129
2020
Q4 		$95K Buy
+5,853
New +$92.7K 0.09% 152

Other funds holding BHK

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PPA
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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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Birchcreek Wealth Management's BHK Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of BlackRock Core Bond Trust (BHK) in Q1 2021, closing a stake of 5,853 shares — an estimated $95K sold.

Birchcreek Wealth Management first reported a position in BHK in Q4 2020 and held it in 1 quarter. The position peaked at $95K in Q4 2020. 112 funds tracked by Wall St. Rank hold BHK as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining BlackRock Core Bond Trust position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 5,853 BlackRock Core Bond Trust shares in Q1 2021, an estimated $95K.
  • Birchcreek Wealth Management first reported a position in BlackRock Core Bond Trust in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's BlackRock Core Bond Trust position peaked at $95K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.