Farther Finance Advisors’s BlackRock Core Bond Trust BHK Stock Holding History

Farther Finance 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
2026 Q2	$34.8K	Buy	3,791 +92	+2%	+$835	﹤0.01%	3542
2026 Q1	$33.8K	Buy	3,699 +87	+2%	+$823	﹤0.01%	3270
2025 Q4	$34.6K	Buy	3,612 +83	+2%	+$805	﹤0.01%	3055
2025 Q3	$35.1K	Buy	+3,529	New	+$34.2K	﹤0.01%	2666
2025 Q2	–	Sell	-2,500	Closed	-$27.3K	–	4514
2025 Q1	$27.3K	Buy	+2,500	New	+$26.4K	﹤0.01%	2219
2024 Q2	–	Sell	-23	Closed	-$247	–	3832
2024 Q1	$247	Hold	23	–	–	﹤0.01%	3220
2023 Q4	$251	Hold	23	–	–	﹤0.01%	3174
2023 Q3	$229	Hold	23	–	–	﹤0.01%	2445
2023 Q2	$245	Buy	+23	New	+$246	﹤0.01%	2325

Other funds holding BHK

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Farther Finance Advisors's BHK Position: Q2 2026 in Review

Farther Finance Advisors increased its BlackRock Core Bond Trust (BHK) stake by 2.5% in Q2 2026, buying an estimated $835 and bringing the position to 3,791 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3542.

Farther Finance Advisors first reported a position in BHK in Q2 2023 and has held it in 9 quarters since. The position peaked at $35.1K in Q3 2025. 16 funds tracked by Wall St. Rank hold BHK as of Q2 2026.

Farther Finance Advisors held 3,791 shares of BlackRock Core Bond Trust worth $34.8K as of Q2 2026.
Farther Finance Advisors bought 92 BlackRock Core Bond Trust shares in Q2 2026, an estimated $835.
BlackRock Core Bond Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3542 holding.
Farther Finance Advisors first reported a position in BlackRock Core Bond Trust in Q2 2023 and has held it in 9 quarters since.
Farther Finance Advisors's BlackRock Core Bond Trust position peaked at $35.1K in Q3 2025.
16 funds tracked by Wall St. Rank held BlackRock Core Bond Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.