EH
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Equitable Holdings’s BlackRock Core Bond Trust BHK Stock Holding History

Equitable Holdings’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
Q1 		$163K Buy
16,962
+2,870
+20% +$27.2K ﹤0.01% 1618
2025
Q4 		$135K Buy
14,092
+1,827
+15% +$17.7K ﹤0.01% 1521
2025
Q3 		$122K Buy
+12,265
New +$119K ﹤0.01% 1485

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings's BHK Position: Q1 2026 in Review

Equitable Holdings increased its BlackRock Core Bond Trust (BHK) stake by 20% in Q1 2026, buying an estimated $27.2K and bringing the position to 16,962 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Equitable Holdings first reported a position in BHK in Q3 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold BHK as of Q1 2026.

  • Equitable Holdings held 16,962 shares of BlackRock Core Bond Trust worth $163K as of Q1 2026.
  • Equitable Holdings bought 2,870 BlackRock Core Bond Trust shares in Q1 2026, an estimated $27.2K.
  • BlackRock Core Bond Trust made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1618 holding.
  • Equitable Holdings first reported a position in BlackRock Core Bond Trust in Q3 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.