Corient Private Wealth
BHK icon

Corient Private Wealth’s BlackRock Core Bond Trust BHK Stock Holding History

Corient Private Wealth’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
Q2 		– Sell
-10,320
Closed -$112K – 2447
2025
Q1 		$112K Hold
10,320
– – ﹤0.01% 2157
2024
Q4 		$108K Buy
+10,320
New +$117K ﹤0.01% 2214
2024
Q3 		– Sell
-10,278
Closed -$109K – 2472
2024
Q2 		$109K Buy
10,278
+18
+0.2% +$190 ﹤0.01% 2203
2024
Q1 		$111K Buy
10,260
+24
+0.2% +$256 ﹤0.01% 2177
2023
Q4 		$112K Sell
10,236
-1,184
-10% -$11.9K ﹤0.01% 2146
2023
Q3 		$114K Hold
11,420
– – ﹤0.01% 2007
2023
Q2 		$122K Sell
11,420
-1,010
-8% -$10.8K ﹤0.01% 1948
2023
Q1 		$135K Buy
+12,430
New +$136K ﹤0.01% 1850

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Corient Private Wealth's BHK Position: Q2 2025 in Review

Corient Private Wealth sold out of BlackRock Core Bond Trust (BHK) in Q2 2025, closing a stake of 10,320 shares — an estimated $112K sold.

Corient Private Wealth first reported a position in BHK in Q1 2023 and held it in 8 quarters. The position peaked at $135K in Q1 2023. 111 funds tracked by Wall St. Rank hold BHK as of Q2 2025.

  • Corient Private Wealth reported no remaining BlackRock Core Bond Trust position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,320 BlackRock Core Bond Trust shares in Q2 2025, an estimated $112K.
  • Corient Private Wealth first reported a position in BlackRock Core Bond Trust in Q1 2023 and held it in 8 quarters.
  • Corient Private Wealth's BlackRock Core Bond Trust position peaked at $135K in Q1 2023.
  • 111 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.