Creative Planning
BHK icon

Creative Planning’s BlackRock Core Bond Trust BHK Stock Holding History

Creative Planning’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
Q4 		– Sell
-12,184
Closed -$121K – 3923
2025
Q3 		$121K Buy
+12,184
New +$118K ﹤0.01% 3642
2022
Q2 		– Sell
-1,080
Closed -$14K – 2301
2022
Q1 		$14K Buy
+1,080
New +$14.9K ﹤0.01% 2174
2017
Q3 		– Sell
-2,070
Closed -$29K – 2079
2017
Q2 		$29K Buy
2,070
+1,720
+491% +$23.6K ﹤0.01% 2903
2017
Q1 		$5K Sell
350
-1,100
-76% -$14.5K ﹤0.01% 3940
2016
Q4 		$19K Buy
1,450
+1,100
+314% +$14.5K ﹤0.01% 3112
2016
Q3 		$5K Hold
350
– – ﹤0.01% 3858
2016
Q2 		$5K Hold
350
– – ﹤0.01% 3615
2016
Q1 		$5K Hold
350
– – ﹤0.01% 3561
2015
Q4 		$4K Buy
+350
New +$4.48K ﹤0.01% 3766
2015
Q1 		– Sell
-500
Closed -$7K – 4211
2014
Q4 		$7K Buy
500
+150
+43% +$1.99K ﹤0.01% 3299
2014
Q3 		$5K Hold
350
– – ﹤0.01% 3270
2014
Q2 		$5K Hold
350
– – ﹤0.01% 3193
2014
Q1 		$5K Sell
350
-2,256
-87% -$29.7K ﹤0.01% 3059
2013
Q4 		$34K Sell
2,606
-5,900
-69% -$75.7K ﹤0.01% 1851
2013
Q3 		$111K Buy
8,506
+7,500
+746% +$95.3K ﹤0.01% 1053
2013
Q2 		$13K Buy
+1,006
New +$14.4K ﹤0.01% 2142

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
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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Creative Planning's BHK Position: Q4 2025 in Review

Creative Planning sold out of BlackRock Core Bond Trust (BHK) in Q4 2025, closing a stake of 12,184 shares — an estimated $121K sold.

Creative Planning first reported a position in BHK in Q2 2013 and held it in 16 quarters. The position peaked at $121K in Q3 2025. 117 funds tracked by Wall St. Rank hold BHK as of Q4 2025.

  • Creative Planning reported no remaining BlackRock Core Bond Trust position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 12,184 BlackRock Core Bond Trust shares in Q4 2025, an estimated $121K.
  • Creative Planning first reported a position in BlackRock Core Bond Trust in Q2 2013 and held it in 16 quarters.
  • Creative Planning's BlackRock Core Bond Trust position peaked at $121K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.