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Cetera Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Cetera 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
2022
Q4 		– Sell
-13,304
Closed – – 1616
2022
Q3 		$0 Buy
+13,304
New +$153K ﹤0.01% 1355
2021
Q4 		– Sell
-10,252
Closed -$170K – 1441
2021
Q3 		$170K Sell
10,252
-1,598
-13% -$26.5K ﹤0.01% 1324
2021
Q2 		$196K Buy
+11,850
New +$189K ﹤0.01% 1246
2017
Q2 		– Sell
-11,741
Closed -$156K – 829
2017
Q1 		$156K Buy
+11,741
New +$155K 0.01% 737

Other funds holding BHK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Advisors's BHK Position: Q4 2022 in Review

Cetera Advisors sold out of BlackRock Core Bond Trust (BHK) in Q4 2022, closing a stake of 13,304 shares.

Cetera Advisors first reported a position in BHK in Q1 2017 and held it in 4 quarters. The position peaked at $196K in Q2 2021. 103 funds tracked by Wall St. Rank hold BHK as of Q4 2022.

  • Cetera Advisors reported no remaining BlackRock Core Bond Trust position as of Q4 2022 after selling out during the quarter.
  • Cetera Advisors sold 13,304 BlackRock Core Bond Trust shares in Q4 2022.
  • Cetera Advisors first reported a position in BlackRock Core Bond Trust in Q1 2017 and held it in 4 quarters.
  • Cetera Advisors's BlackRock Core Bond Trust position peaked at $196K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2022.

Based on Cetera Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.