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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 $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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. 102 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.
  • 102 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.