CA
BHK icon

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

Claro 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
2025
Q4 		– Sell
-14,478
Closed -$144K – 419
2025
Q3 		$144K Buy
+14,478
New +$140K 0.02% 395

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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

Claro Advisors's BHK Position: Q4 2025 in Review

Claro Advisors sold out of BlackRock Core Bond Trust (BHK) in Q4 2025, closing a stake of 14,478 shares — an estimated $144K sold.

Claro Advisors first reported a position in BHK in Q3 2025 and held it in 1 quarter. The position peaked at $144K in Q3 2025. 117 funds tracked by Wall St. Rank hold BHK as of Q4 2025.

  • Claro Advisors reported no remaining BlackRock Core Bond Trust position as of Q4 2025 after selling out during the quarter.
  • Claro Advisors sold 14,478 BlackRock Core Bond Trust shares in Q4 2025, an estimated $144K.
  • Claro Advisors first reported a position in BlackRock Core Bond Trust in Q3 2025 and held it in 1 quarter.
  • Claro Advisors's BlackRock Core Bond Trust position peaked at $144K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2025.

Based on Claro Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.