Carson Wealth (CWM LLC)
BHK icon

Carson Wealth (CWM LLC)’s BlackRock Core Bond Trust BHK Stock Holding History

Carson Wealth (CWM LLC)’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 		$6.74K Buy
735
+17
+2% +$161 ﹤0.01% 4932
2025
Q4 		$7K Buy
718
+297
+71% +$2.88K ﹤0.01% 4686
2025
Q3 		$4K Sell
421
-979
-70% -$9.48K ﹤0.01% 4788
2025
Q2 		$14K Buy
+1,400
New +$14.2K ﹤0.01% 4101
2023
Q4 		– Sell
-921
Closed -$9K – 4138
2023
Q3 		$9K Buy
+921
New +$9.6K ﹤0.01% 3172
2022
Q2 		– Sell
-202
Closed -$3K – 3783
2022
Q1 		$3K Buy
202
+2
+1% +$28 ﹤0.01% 3003
2021
Q4 		$3K Buy
+200
New +$3.28K ﹤0.01% 2941
2021
Q2 		$17K Hold
1,052
– – ﹤0.01% 1857
2021
Q1 		$17K Hold
1,052
– – ﹤0.01% 1857
2020
Q4 		$17K Hold
1,052
– – ﹤0.01% 1857
2020
Q3 		$17K Hold
1,052
– – ﹤0.01% 1857
2020
Q2 		$17K Hold
1,052
– – ﹤0.01% 1857
2020
Q1 		$17K Hold
1,052
– – ﹤0.01% 1857
2019
Q4 		$17K Hold
1,052
– – ﹤0.01% 1857
2019
Q3 		$17K Hold
1,052
– – ﹤0.01% 1857
2019
Q2 		$17K Hold
1,052
– – ﹤0.01% 1857
2019
Q1 		$17K Sell
1,052
-92,966
-99% -$1.21M ﹤0.01% 1857
2018
Q4 		$1.15M Buy
+94,018
New +$1.16M 0.03% 365

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

Carson Wealth (CWM LLC)'s BHK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BlackRock Core Bond Trust (BHK) stake by 2.4% in Q1 2026, buying an estimated $161 and bringing the position to 735 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4932.

Carson Wealth (CWM LLC) first reported a position in BHK in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.15M in Q4 2018. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 735 shares of BlackRock Core Bond Trust worth $6.74K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17 BlackRock Core Bond Trust shares in Q1 2026, an estimated $161.
  • BlackRock Core Bond Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4932 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Core Bond Trust in Q4 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock Core Bond Trust position peaked at $1.15M in Q4 2018.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.