Dynamic Advisor Solutions
BHK icon

Dynamic Advisor Solutions’s BlackRock Core Bond Trust BHK Stock Holding History

Dynamic Advisor 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
2026
Q3 		$297K Sell
36,195
-443,313
-92% -$3.94M 0.01% 835
2026
Q2 		$4.4M Buy
479,508
+45,941
+11% +$417K 0.12% 181
2026
Q1 		$3.97M Buy
433,567
+51,262
+13% +$485K 0.13% 183
2025
Q4 		$3.67M Buy
382,305
+14,292
+4% +$139K 0.12% 189
2025
Q3 		$3.66M Buy
368,013
+12,935
+4% +$125K 0.11% 209
2025
Q2 		$3.45M Buy
355,078
+43,195
+14% +$437K 0.11% 217
2025
Q1 		$3.38M Buy
311,883
+7,894
+3% +$83.4K 0.11% 202
2024
Q4 		$3.18M Buy
303,989
+32,538
+12% +$367K 0.14% 160
2024
Q3 		$3.27M Buy
271,451
+163
+0.1% +$1.85K 0.1% 227
2024
Q2 		$2.89M Buy
271,288
+12,212
+5% +$129K 0.09% 244
2024
Q1 		$2.8M Buy
259,076
+13,011
+5% +$139K 0.09% 254
2023
Q4 		$2.68M Buy
246,065
+392
+0.2% +$3.92K 0.1% 245
2023
Q3 		$2.44M Sell
245,673
-6,712
-3% -$70K 0.12% 201
2023
Q2 		$2.69M Sell
252,385
-27,635
-10% -$296K 0.14% 182
2023
Q1 		$3.04M Buy
280,020
+8,536
+3% +$93.7K 0.18% 157
2022
Q4 		$2.82M Sell
271,484
-34,545
-11% -$362K 0.19% 132
2022
Q3 		$3.06M Buy
306,029
+24,739
+9% +$284K 0.23% 104
2022
Q2 		$3.18M Buy
281,290
+232,499
+477% +$2.75M 0.24% 97
2022
Q1 		$634K Buy
48,791
+2,400
+5% +$33.2K 0.04% 383
2021
Q4 		$766K Buy
46,391
+836
+2% +$13.7K 0.05% 328
2021
Q3 		$754K Sell
45,555
-89
-0.2% -$1.48K 0.06% 345
2021
Q2 		$754K Buy
45,644
+5,170
+13% +$82.3K 0.06% 330
2021
Q1 		$635K Sell
40,474
-118
-0.3% -$1.87K 0.06% 327
2020
Q4 		$662K Buy
40,592
+8,287
+26% +$131K 0.06% 308
2020
Q3 		$506K Buy
32,305
+6,451
+25% +$102K 0.06% 314
2020
Q2 		$397K Buy
25,854
+11,779
+84% +$174K 0.05% 324
2020
Q1 		$186K Sell
14,075
-2,493
-15% -$36.3K 0.03% 418
2019
Q4 		$242K Buy
16,568
+5,013
+43% +$72.4K 0.03% 457
2019
Q3 		$167K Buy
11,555
+654
+6% +$9.36K 0.03% 478
2019
Q2 		$153K Buy
+10,901
New +$148K 0.02% 476

Other funds holding BHK

RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Dynamic Advisor Solutions's BHK Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its BlackRock Core Bond Trust (BHK) stake by 92% in Q3 2026, selling an estimated $3.94M and leaving 36,195 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #835.

Dynamic Advisor Solutions first reported a position in BHK in Q2 2019 and has held it in 30 quarters since. The position peaked at $4.4M in Q2 2026. 25 funds tracked by Wall St. Rank hold BHK as of Q3 2026.

  • Dynamic Advisor Solutions held 36,195 shares of BlackRock Core Bond Trust worth $297K as of Q3 2026.
  • Dynamic Advisor Solutions sold 443,313 BlackRock Core Bond Trust shares in Q3 2026, an estimated $3.94M.
  • BlackRock Core Bond Trust made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #835 holding.
  • Dynamic Advisor Solutions first reported a position in BlackRock Core Bond Trust in Q2 2019 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's BlackRock Core Bond Trust position peaked at $4.4M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.