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Evoke Wealth’s BlackRock Core Bond Trust BHK Stock Holding History

Evoke 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
2024
Q4 		– Sell
-163,700
Closed -$1.97M – 436
2024
Q3 		$1.97M Buy
163,700
+52,500
+47% +$595K 0.05% 123
2024
Q2 		$1.18M Sell
111,200
-52,500
-32% -$554K 1.4% 10
2024
Q1 		$1.77M Buy
163,700
+113,700
+227% +$1.21M 0.05% 127
2023
Q4 		$546K Sell
50,000
-131,700
-72% -$1.32M 0.88% 26
2023
Q3 		$1.81M Buy
+181,700
New +$1.89M 0.06% 126
2023
Q2 		– Sell
-179,200
Closed -$1.94M – 365
2023
Q1 		$1.94M Hold
179,200
– – 0.07% 110
2022
Q4 		$1.86M Hold
179,200
– – 0.07% 120
2022
Q3 		$1.79M Hold
179,200
– – 0.07% 106
2022
Q2 		$2.03M Buy
179,200
+95,672
+115% +$1.13M 0.08% 107
2022
Q1 		$1.09M Buy
83,528
+168
+0.2% +$2.32K 0.04% 164
2021
Q4 		$1.4M Buy
83,360
+87
+0.1% +$1.43K 0.04% 146
2021
Q3 		$1.38M Buy
83,273
+19,546
+31% +$324K 0.05% 145
2021
Q2 		$1.05M Buy
63,727
+53,727
+537% +$855K 0.04% 168
2021
Q1 		$157K Buy
+10,000
New +$159K 0.01% 334

Other funds holding BHK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Evoke Wealth's BHK Position: Q4 2024 in Review

Evoke Wealth sold out of BlackRock Core Bond Trust (BHK) in Q4 2024, closing a stake of 163,700 shares — an estimated $1.97M sold.

Evoke Wealth first reported a position in BHK in Q1 2021 and held it in 14 quarters. The position peaked at $2.03M in Q2 2022. 93 funds tracked by Wall St. Rank hold BHK as of Q4 2024.

  • Evoke Wealth reported no remaining BlackRock Core Bond Trust position as of Q4 2024 after selling out during the quarter.
  • Evoke Wealth sold 163,700 BlackRock Core Bond Trust shares in Q4 2024, an estimated $1.97M.
  • Evoke Wealth first reported a position in BlackRock Core Bond Trust in Q1 2021 and held it in 14 quarters.
  • Evoke Wealth's BlackRock Core Bond Trust position peaked at $2.03M in Q2 2022.
  • 93 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q4 2024.

Based on Evoke Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.