Concurrent Investment Advisors
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Concurrent Investment Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Concurrent Investment 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
2024
Q1 		– Sell
-13,771
Closed -$150K – 932
2023
Q4 		$150K Buy
+13,771
New +$138K 0.01% 798

Other funds holding BHK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concurrent Investment Advisors's BHK Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of BlackRock Core Bond Trust (BHK) in Q1 2024, closing a stake of 13,771 shares — an estimated $150K sold.

Concurrent Investment Advisors first reported a position in BHK in Q4 2023 and held it in 1 quarter. The position peaked at $150K in Q4 2023. 103 funds tracked by Wall St. Rank hold BHK as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining BlackRock Core Bond Trust position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 13,771 BlackRock Core Bond Trust shares in Q1 2024, an estimated $150K.
  • Concurrent Investment Advisors first reported a position in BlackRock Core Bond Trust in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's BlackRock Core Bond Trust position peaked at $150K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.