EverSource Wealth Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

EverSource Wealth Advisors’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	-274	Closed	-$2.92K	–	2515
2023 Q2	$2.92K	Hold	274	–	–	﹤0.01%	1930
2023 Q1	$2.97K	Hold	274	–	–	﹤0.01%	1820
2022 Q4	$2.84K	Hold	274	–	–	﹤0.01%	1805
2022 Q3	$3K	Buy	+274	New	+$3.15K	﹤0.01%	1506
2022 Q1	–	Sell	-268	Closed	-$4K	–	1709
2021 Q4	$4K	Buy	+268	New	+$4.4K	﹤0.01%	1310

Other funds holding BHK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EverSource Wealth Advisors's BHK Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of BlackRock Core Bond Trust (BHK) in Q3 2023, closing a stake of 274 shares — an estimated $2.92K sold.

EverSource Wealth Advisors first reported a position in BHK in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 96 funds tracked by Wall St. Rank hold BHK as of Q3 2023.

EverSource Wealth Advisors reported no remaining BlackRock Core Bond Trust position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 274 BlackRock Core Bond Trust shares in Q3 2023, an estimated $2.92K.
EverSource Wealth Advisors first reported a position in BlackRock Core Bond Trust in Q4 2021 and held it in 5 quarters.
EverSource Wealth Advisors's BlackRock Core Bond Trust position peaked at $4K in Q4 2021.
96 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.