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Coppell Advisory Solutions’s BlackRock Core Bond Trust BHK Stock Holding History

Coppell Advisory Solutions’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
Q3 		– Sell
-1,600
Closed -$16.9K – 1236
2023
Q2 		$16.9K Buy
+1,600
New +$17.1K ﹤0.01% 590

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RJA
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Allspring Global Investments
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CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Coppell Advisory Solutions's BHK Position: Q3 2023 in Review

Coppell Advisory Solutions sold out of BlackRock Core Bond Trust (BHK) in Q3 2023, closing a stake of 1,600 shares — an estimated $16.9K sold.

Coppell Advisory Solutions first reported a position in BHK in Q2 2023 and held it in 1 quarter. The position peaked at $16.9K in Q2 2023. 96 funds tracked by Wall St. Rank hold BHK as of Q3 2023.

  • Coppell Advisory Solutions reported no remaining BlackRock Core Bond Trust position as of Q3 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,600 BlackRock Core Bond Trust shares in Q3 2023, an estimated $16.9K.
  • Coppell Advisory Solutions first reported a position in BlackRock Core Bond Trust in Q2 2023 and held it in 1 quarter.
  • Coppell Advisory Solutions's BlackRock Core Bond Trust position peaked at $16.9K in Q2 2023.
  • 96 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2023.

Based on Coppell Advisory Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.