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BOK Financial Private Wealth’s BlackRock Core Bond Trust BHK Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-61
Closed -$585 – 455
2025
Q4 		$585 Buy
+61
New +$592 ﹤0.01% 449

Other funds holding BHK

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BOK Financial Private Wealth's BHK Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of BlackRock Core Bond Trust (BHK) in Q1 2026, closing a stake of 61 shares — an estimated $585 sold.

BOK Financial Private Wealth first reported a position in BHK in Q4 2025 and held it in 1 quarter. The position peaked at $585 in Q4 2025. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining BlackRock Core Bond Trust position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 61 BlackRock Core Bond Trust shares in Q1 2026, an estimated $585.
  • BOK Financial Private Wealth first reported a position in BlackRock Core Bond Trust in Q4 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's BlackRock Core Bond Trust position peaked at $585 in Q4 2025.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.