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

Clearstead 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
2023 Q2	–	Sell	-4,178	Closed	-$45.3K	–	1382
2023 Q1	$45.3K	Buy	+4,178	New	+$45.9K	﹤0.01%	682

Other funds holding BHK

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

Clearstead Advisors's BHK Position: Q2 2023 in Review

Clearstead Advisors sold out of BlackRock Core Bond Trust (BHK) in Q2 2023, closing a stake of 4,178 shares — an estimated $45.3K sold.

Clearstead Advisors first reported a position in BHK in Q1 2023 and held it in 1 quarter. The position peaked at $45.3K in Q1 2023. 96 funds tracked by Wall St. Rank hold BHK as of Q2 2023.

Clearstead Advisors reported no remaining BlackRock Core Bond Trust position as of Q2 2023 after selling out during the quarter.
Clearstead Advisors sold 4,178 BlackRock Core Bond Trust shares in Q2 2023, an estimated $45.3K.
Clearstead Advisors first reported a position in BlackRock Core Bond Trust in Q1 2023 and held it in 1 quarter.
Clearstead Advisors's BlackRock Core Bond Trust position peaked at $45.3K in Q1 2023.
96 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2023.

Based on Clearstead Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.