CIBC Private Wealth Group’s BlackRock Core Bond Trust BHK Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$37.4K	Buy	+3,902	New	+$37.9K	﹤0.01%	1908
2025 Q3	–	Sell	-1	Closed	-$10	–	3106
2025 Q2	$10	Hold	1	–	–	﹤0.01%	3050
2025 Q1	$10	Hold	1	–	–	﹤0.01%	3054
2024 Q4	$10	Hold	1	–	–	﹤0.01%	2950
2024 Q3	$11	Hold	1	–	–	﹤0.01%	3088
2024 Q2	$10	Hold	1	–	–	﹤0.01%	3124
2024 Q1	$10	Buy	+1	New	+$11	﹤0.01%	3045

Other funds holding BHK

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CIBC Private Wealth Group's BHK Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in BlackRock Core Bond Trust (BHK) in Q4 2025: 3,902 shares worth $37.4K. The stake represents ﹤0.01% of the portfolio and ranks #1908 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in BHK as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in BHK in Q1 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold BHK as of Q4 2025.

CIBC Private Wealth Group held 3,902 shares of BlackRock Core Bond Trust worth $37.4K as of Q4 2025.
BlackRock Core Bond Trust was a new CIBC Private Wealth Group position in Q4 2025.
BlackRock Core Bond Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1908 holding.
CIBC Private Wealth Group first reported a position in BlackRock Core Bond Trust in Q1 2024 and has held it in 7 quarters since.
117 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.