Cetera Investment Advisers
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Cetera Investment Advisers’s BlackRock Core Bond Trust BHK Stock Holding History

Cetera Investment Advisers’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 		$541K Buy
59,105
+5,551
+10% +$52.5K ﹤0.01% 3434
2025
Q4 		$514K Buy
53,554
+13,836
+35% +$134K ﹤0.01% 3417
2025
Q3 		$395K Sell
39,718
-6,298
-14% -$61K ﹤0.01% 3576
2025
Q2 		$447K Sell
46,016
-1,426
-3% -$14.4K ﹤0.01% 3051
2025
Q1 		$515K Buy
+47,442
New +$501K ﹤0.01% 2816
2024
Q3 		– Sell
-51,276
Closed -$546K – 3739
2024
Q2 		$546K Buy
51,276
+25,480
+99% +$269K ﹤0.01% 2521
2024
Q1 		$279K Buy
25,796
+15,130
+142% +$162K ﹤0.01% 3109
2023
Q4 		$116K Sell
10,666
-722
-6% -$7.23K ﹤0.01% 2126
2023
Q3 		$113K Sell
11,388
-5,985
-34% -$62.4K ﹤0.01% 2081
2023
Q2 		$185K Sell
17,373
-10,043
-37% -$108K ﹤0.01% 2004
2023
Q1 		$297K Sell
27,416
-99,743
-78% -$1.1M ﹤0.01% 1708
2022
Q4 		$1.32M Buy
127,159
+2,882
+2% +$30.2K 0.01% 874
2022
Q3 		$1.24M Buy
124,277
+17,566
+16% +$202K 0.02% 633
2022
Q2 		$1.21M Buy
106,711
+3,287
+3% +$38.9K 0.02% 716
2022
Q1 		$1.34M Buy
+103,424
New +$1.43M 0.02% 709

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

Cetera Investment Advisers's BHK Position: Q1 2026 in Review

Cetera Investment Advisers increased its BlackRock Core Bond Trust (BHK) stake by 10% in Q1 2026, buying an estimated $52.5K and bringing the position to 59,105 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Cetera Investment Advisers first reported a position in BHK in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2022. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • Cetera Investment Advisers held 59,105 shares of BlackRock Core Bond Trust worth $541K as of Q1 2026.
  • Cetera Investment Advisers bought 5,551 BlackRock Core Bond Trust shares in Q1 2026, an estimated $52.5K.
  • BlackRock Core Bond Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3434 holding.
  • Cetera Investment Advisers first reported a position in BlackRock Core Bond Trust in Q1 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's BlackRock Core Bond Trust position peaked at $1.34M in Q1 2022.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.