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

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Morgan Stanley
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Stifel Financial
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Wells Fargo
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Capital Investment Advisors
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Invesco
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ProVise Management Group
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Raymond James Financial Services Advisors
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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.