Clarity Financial’s BlackRock Core Bond Trust BHK Stock Holding History

Clarity Financial’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 Q2	$316K	Hold	34,508	–	–	0.03%	98
2026 Q1	$316K	Sell	34,508 -5,500	-14%	-$52.1K	0.03%	86
2025 Q4	$384K	Hold	40,008	–	–	0.04%	76
2025 Q3	$398K	Hold	40,008	–	–	0.04%	78
2025 Q2	$389K	Hold	40,008	–	–	0.04%	79
2025 Q1	$434K	Sell	40,008 -5,500	-12%	-$58.1K	0.05%	67
2024 Q4	$476K	Hold	45,508	–	–	0.06%	70
2024 Q3	$548K	Sell	45,508 -1,213	-3%	-$13.8K	0.06%	85
2024 Q2	$498K	Sell	46,721 -8,915	-16%	-$94.1K	0.07%	73
2024 Q1	$601K	Hold	55,636	–	–	0.09%	67
2023 Q4	$607K	Sell	55,636 -25,657	-32%	-$257K	0.11%	56
2023 Q3	$808K	Sell	81,293 -26,740	-25%	-$279K	0.14%	58
2023 Q2	$1.15M	Buy	+108,033	New	+$1.16M	0.16%	54
2023 Q1	–	Sell	-113,365	Closed	-$1.18M	–	34
2022 Q4	$1.18M	Sell	113,365 -10,070	-8%	-$105K	0.23%	43
2022 Q3	$1.23M	Sell	123,435 -43,763	-26%	-$503K	0.29%	42
2022 Q2	$1.89M	Buy	167,198 +949	+0.6%	+$11.2K	0.41%	43
2022 Q1	$2.16M	Buy	166,249 +104,853	+171%	+$1.45M	0.44%	40
2021 Q4	$1.01M	Buy	61,396 +8,475	+16%	+$139K	0.16%	63
2021 Q3	$876K	Buy	+52,921	New	+$878K	0.14%	68
2021 Q2	–	Sell	-34,825	Closed	-$547K	–	114
2021 Q1	$547K	Buy	34,825 +3,836	+12%	+$60.9K	0.11%	74
2020 Q4	$505K	Buy	+30,989	New	+$491K	0.12%	63

Other funds holding BHK

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Clarity Financial's BHK Position: Q2 2026 in Review

Clarity Financial held its BlackRock Core Bond Trust (BHK) position steady in Q2 2026 at 34,508 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #98.

Clarity Financial first reported a position in BHK in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.16M in Q1 2022. 29 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

Clarity Financial held 34,508 shares of BlackRock Core Bond Trust worth $316K as of Q2 2026.
Clarity Financial left its BlackRock Core Bond Trust share count unchanged in Q2 2026.
BlackRock Core Bond Trust made up 0.03% of Clarity Financial's portfolio in Q2 2026, its #98 holding.
Clarity Financial first reported a position in BlackRock Core Bond Trust in Q4 2020 and has held it in 21 quarters since.
Clarity Financial's BlackRock Core Bond Trust position peaked at $2.16M in Q1 2022.
29 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.